A donation of securities or mutual funds is the most efficient way to give charitably. 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. This allows you to give more and get more.
CanadaHelps, our trusted partner, will process the donation of your security on our behalf. Here’s how it works:
Complete the online pledge
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.
A new Letter of Direction (LOD) and pledge form must be used for each Securities donation to avoid delays. Please do not re-use previous LODs.