Learn all about giving securities and mutual funds with our expert, Paul Nazareth from the Canadian Association of Gift Planners. Watch our 5-minute crash course on why giving securities is good for you and your favourite charities, and exactly how it works!
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Make a bigger impact when you donate securities directly
By donating securities directly to a charity as opposed to selling them and donating the proceeds, the capital gains tax can be eliminated. This means more money for the charity and a greater charitable tax credit for you.
It’s simple and easy. Get started today.
Fill our online securities donation form by December 17th to ensure a 2020 tax receipt. Upon completion, you will receive an email confirming all the details of your pledge.
Complete the provided Letter of Direction form and send it to your financial advisor or investment firm. This authorizes the transfer of shares to CanadaHelps.
Once shares are sold, we will send you a confirmation email with your charitable tax receipt and disburse the proceeds to the charities you selected.