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Gifts of Publicly Listed Securities Donor Authorization to BrokerPlease complete this authorization for your Broker. Email a PDF or JPG copy: amckinnon@gbhs.on.ca or fax: 5193723950 prior to the transfer
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How to fill out donor authorization to broker

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How to fill out donor authorization to broker

01
Obtain the donor authorization to broker form from the broker or financial institution.
02
Fill out the form with accurate and complete information about the donor.
03
Include the donor's name, address, contact information, and any other required details.
04
Specify the type of donation or transaction being authorized.
05
Sign and date the form to indicate the donor's consent.
06
Submit the completed form to the broker or financial institution for processing.

Who needs donor authorization to broker?

01
Anyone who wishes to authorize a broker or financial institution to handle donations or transactions on their behalf.
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Donor authorization to broker allows a person or organization to give permission for their assets to be brokered on behalf of a donor.
Individuals or organizations who intend to broker assets on behalf of a donor are required to file donor authorization to broker.
Donor authorization to broker can be filled out by providing the necessary information about the donor, the assets being brokered, and the terms of the authorization.
The purpose of donor authorization to broker is to ensure that the broker has legal permission to act on behalf of the donor in brokering their assets.
Information such as donor's details, description of assets being brokered, and authorization terms must be reported on donor authorization to broker.
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