ࡱ> 241` bjbj 4 DDDD$h         $;hX* * ?    : ,` t pF OD (  U 0 2 . ` ` * *    Procedure for Donating Shares to Parishes and Other Diocesan Ministries The donor advises the Parish or Ministry that he/she will be making a donation of securities. The attached form should be completed. The form gives details of the donation name of donor, # of shares and name of security, etc. The Parish or Ministry IMMEDIATELY contacts the Diocese to provide these details, confirm instructions to sell the securities on receipt and provide remittance instructions. The form indicates to the donor that the shares are to be transferred to the Diocese account at BMO Nesbitt Burns (BMONB), and that the donor MUST have his/her own investment broker contact the Diocesan broker before any transfer takes place. The form provides the donor with the Diocesan Brokers contact information: Patti Shaw at BMO Nesbitt Burns, (613) 798-4210. The donor contacts his/her own investment broker to initiate the transfer and provides the contact information for BMONB. When contacted, BMONB will provide transfer instructions to the donors investment broker. BMONB will also confirm to the Diocese that contact has been initiated and the transfer imminent. BMONB contacts the Diocese when securities are actually received. BMONB informs the Diocese of the value of the securities received, based on the number of shares times the market value on the day of receipt, and obtains verbal instructions to proceed with disposition. (N.B. The Diocese cannot confirm instructions until advised by Parish or Ministry). BMONB will immediately act on those instructions. BMONB confirms net amount of proceeds to Diocese. BMONB sends cheque for proceeds to the Diocese (within 3 business days following sale). Diocese issues cheque to Parish or Ministry confirming donation amount and sales transaction details within 5 business days following receipt by the Diocese. The Parish issues a tax receipt to the donor for the amount of the market value of the securities on the date BMONB received them (see #6). The Synod Office will issue the receipt in the case of a donation to a Ministry. The actual amount received by the Parish or Ministry may be more or less than the receipted amount, due to variances in market value in the interim period, and brokerage fees. Parish or Ministry acknowledges (thanks) donor in appropriate form. N.B. BMO is not responsible for any change in the market price between the time the share/bonds are received and the time that the shares/bonds are sold. )GIfrw}& + 9 E P Q X Y p ~   ŹŭšņwhYhhYMwh8FCJaJmH sH h!hWKeCJaJmH sH h!hvCJaJmH sH h!h`7CJaJmH sH h=KCJaJmH sH h!hWBCJaJmH sH hEQCJaJmH sH h3oCJaJmH sH hp*CJaJmH sH h!h!1CJaJmH sH h!h!1mH sH hp*5>*CJaJmH sH "h!h;EH5>*CJaJmH sH HI L J@^gdp* & Fdhgd8Fgd8F % ( U d j t { J K L _ f   ! & , 1 I ⩝ph!hgCJaJmH sH h!h?OCJaJmH sH h!h!1CJaJmH sH h.CJaJmH sH h!h.CJaJmH sH h!h~CJaJmH sH h!h!CJaJmH sH h8FCJaJmH sH h!h8tCJaJmH sH h!hCJaJmH sH &  S X z?@JӲӂsgs[Oh8FCJaJmH sH h!1CJaJmH sH hp*CJaJmH sH h!h$CJaJmH sH h!hf0CJaJmH sH hp*5CJ\aJmH sH "h!hP"5CJ\aJmH sH "h!h!15CJ\aJmH sH h!h!CJaJmH sH h!h!1CJaJmH sH h!hgCJaJmH sH h!hCJaJmH sH JFR־֬h!h!1mH sH hp*5CJ\aJmH sH "h!h;EH5CJ\aJmH sH "h!h!15CJ\aJmH sH h#CJaJmH sH h.CJaJmH sH h!h!1CJaJmH sH hp*CJaJmH sH h!h8FCJaJmH sH 21h:p./ =!"#$% @@@ NormalCJ_HaJmH sH tH DAD Default Paragraph FontViV  Table Normal :V 44 la (k(No List HILJ@ 00 0 0 0 0 0 0 0 0 0 0  0 0HILJ@ 00 0 0 0 0 0 0 0 0 0 0  00 J       LdD^fLdD^`o()^`.pLp^p`L.@ @ ^@ `.^`.L^`L.^`.^`.PLP^P`L.^`o()^`.pLp^p`L.@ @ ^@ `.^`.L^`L.^`.^`.PLP^P`L. ^f         #"EQgP" (p*f0!1WBBD8F;EH7L?OWKe3o8t~Awp./`7![(.?9$v,h=K,#@(67 P@UnknownGz Times New Roman5Symbol3& z Arial"h+\Ɇ+\Ɇ9r>r>$r4d  2QHP(? (2DRAFTJ&CMichael Herbert  Oh+'0  8 D P \hpxDRAFTJ&C Normal.dotMichael Herbert2Microsoft Office Word@F#@Vmp@"N@"Nr>՜.+,0 hp|    DRAFT Title  "#$%&'(*+,-./03Root Entry F@w O5Data 1TableWordDocument4SummaryInformation(!DocumentSummaryInformation8)CompObjq  FMicrosoft Office Word Document MSWordDocWord.Document.89q