Donating Stocks

nikki family donating stocks

If you're interested in learning how to donate gifts of security, such as stocks, mutual funds, gifts in real estate, or residual interest, please contact Christine Lukewich at 905.576.8711 ext.3824, or by email at clukewich@lakeridgehealth.on.ca.

Please fill out the gift of securities form and fax or email the completed form to both: 

  • Lakeridge Health Foundation: Attention Jamie Davis – Fax: (905) 743-5306; Email: jdavis@lh.ca 
  • Investment Manager: BMO Nesbitt Burns, The Follows Group, attention Keri Schumacher – 
    Fax: (905)-404-0289; Email: keri.schumacher@nbpcd.com 

If you have questions regarding the gift of securities form, please contact Keri Schumacher of BMO Nesbitt Burns, The Follows Group at keri.schumacher@nbpcd.com