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Securities & Mutual Funds

If you would like to make a gift of securities or mutual funds to Casey House Foundation, please follow these steps:

1. Download a copy of the relevant PDF form:

Letter of Authorization Form – Securities
Authorization to Transfer Mutual Funds

2. Complete the form in its entirety. Fax or mail the form to your broker and to Casey House Foundation at (416) 975-1363, attention Tracy Hatten. Casey House Foundation’s investment advisor requires the instructions from the Foundation before accepting the shares into Casey House Foundation’s account.

3. Instruct your broker to initiate the transfer of your shares into Casey House Foundation’s account # 439-31233-1-2.

Please Note: A donation of mutual funds involves a multi-step process which may take anywhere between several days to several weeks to process depending on the mutual fund company and the type of security being transferred.

For more information, please contact:

Attn: Tracy Hatten
Casey House Foundation
119 Isabella St.  Toronto, ON M4Y 1P2
P: 416-962-4040 ext. 233 / F: 416-975-1363


The information provided is general in nature and not intended to be a substitute for professional legal or financial advice. Casey House Foundation encourages all donors to seek independent legal and/or financial planning advice. Casey House Foundation may elect to accept or decline any gift that may expose it to adverse publicity, require expenditure beyond their resources, or involve them in unexpected responsibilities because of their source, conditions or purposes.