Make a Change with a Gift of Securities

Donating securities to The Dream Factory is a powerful way to support children in Manitoba battling life-threatening illnesses while also benefiting from significant tax advantages. By contributing publicly traded stocks, bonds, or mutual funds, you can make a substantial impact on our mission while minimizing your tax burden.

Why Give Securities?

Gifting securities is one of the most tax-efficient ways to support The Dream Factory. When you donate appreciated securities directly to a charity, you:

• Maximize Your Impact: You receive a charitable tax receipt for the full market value of the securities on the date of transfer to The Dream Factory, allowing you to give more generously.
• Eliminate Capital Gains Taxes: Donating securities directly to The Dream Factory means you avoid paying capital gains taxes on the appreciated value, which can significantly reduce your tax liability.
• Support Our Mission: Your gift helps us continue creating unforgettable experiences for children facing life-threatening illnesses, bringing joy and hope to them and their families during challenging times.

How to Get Started

Making a gift of securities is a straightforward process. Follow these steps to ensure your donation is processed smoothly and you receive the appropriate tax benefits:

Step 01: Complete the Gift of Securities Form

Download and fill out the Gift of Securities Form provided by The Dream Factory. This form includes important information about the securities you wish to donate.

Step 02: Submit the Form

Email or fax the completed form to Andrew Kussy, Executive Director at The Dream Factory:

• Email: andrew@thedreamfactory.ca
• Fax: (204) 944-9549

Step 03: Notify Your Investment Advisor

Provide your completed form to your investment advisor and request that they send a copy to Scotia Wealth Management:

• Attention: Paul Deniset
• Email: paul.deniset@scotiawealth.com
• Fax: (204) 985-3173

Step 04: Transfer the Securities

Instruct your investment advisor to transfer the securities directly to The Dream Factory’s brokerage account at Scotia Wealth Management:

• Receiving Institution: Scotiatrust
• CUID: BNSC (Canadian Securities) | DTC: 4816 (U.S. Securities)
• Intermediary Code: BNSG | FINS: T525
• Account Number: 78050563-19
• Contact: Paul Deniset, Scotia Wealth Management
• Phone: (204) 985-3069
• Email: paul.deniset@scotiawealth.com

Step 05: Receive Your Tax Receipt

Once the securities have been transferred to our account, The Dream Factory will issue a charitable tax receipt for the full market value of the securities on the date of transfer.