GIVE SECURITIES
A donation of securities or mutual funds is the most efficient way to give charitably. This allows you to give more and get more.
DONATE STOCKS AND SECUritIES
The reason a donation of securities makes a heightened impact is since capital gains taxes don’t apply, our charity receives the full fair market value when the security is sold, and you get a tax receipt which reflects your larger contribution.
How it Works
CanadaHelps, a trusted fundraising platform, will process the donation of your security on our behalf.
Complete the online pledge
- Select “Donate” on the top navigation bar on the Canada Helps website. Under “More Ways to Give”, select “Donate Securities”, then select “Donate Now”.
- Provide details about your securities or mutual funds donation. Once complete, download the Letter of Direction form.
- You will also receive an email confirming your pledge.
- CanadaHelps will receive and process your pledge.
Send the completed Letter of Direction to your broker authorizing the transfer of your shares to CanadaHelps.
- It typically takes 1 to 2 working days for the transfer to settle within the CanadaHelps account.
CanadaHelps will promptly sell the shares
- Once proceeds are received, CanadaHelps will send you a detailed confirmation email with your charitable tax receipt and disburse the proceeds from the sale to our charity.You will also receive an email confirming your pledge.
Do you use a Direct Investing platform, such as RBC Direct Invest, TD Waterhouse Direct Investing, Scotia iTrade, or QuestTrade? If so, you may need to complete the Letter of Authorization/Direction Form available from your Direct Investing firm. The Letter of Direction we provide at the end of your pledge contains all the necessary details to complete their form.
Please note that a new Letter of Direction (LOD) and pledge form must be used for each securities donation to prevent delays. Reusing previous LODs is not recommended.
Questions?
Rochelle Gilmour
Director of Development
E: rgilmour@janorthalberta.org
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