A donation of securities, including stocks, bonds, and mutual funds is the most efficient way to give charitably. Since capital gains taxes don’t apply, you can give more and get more.
It’s easy! Just follow the 3 steps below:
Complete the online pledge by providing details about your securities or mutual funds donation. Once complete, download the Letter of Direction form. You will also receive an email confirming all details of 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.
We will promptly sell the shares. Once proceeds are received, we will send you a detailed confirmation email with your charitable tax receipt and disburse the proceeds from the sale, less our non-commercial rate, to CVSDU.
Do you use a Direct Investing platform such as RBC Direct Invest, TD Waterhouse Direct Investing, Scotia iTrade, or QuestTrade?
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 includes all the information you will need to complete their form.