SECURITIES DONATIONS
How securities donations
work with CanadaHelps
1
Donors will be asked to provide some basic information. The online tool will automatically produce a “letter of direction”.
2
The donor signs the letter of direction and sends it to their broker/financial institution.
3
The broker/financial institution transfers the shares from the donor’s investment account to CanadaHelps.
4
CanadaHelps facilitates the sale of the securities, issues the tax receipt, keeps the donor informed at each process step, and transfers the proceeds to the charity’s bank account.
Get the Information You Need to Start Developing a Strategy to Accept Donations of Securities
In this comprehensive white paper by CanadaHelps and sector experts, you’ll get everything you need to start accepting this type of donation.
You will learn the following:
- What securities are and why they are important for charities and donors;
- How you can develop a strategy and leverage key tactics;
- The benefits to your donors;
- Resources to help your outreach efforts; and,
- How CanadaHelps simplifies donations of securities.