Please note that a Canada Helps account will be required to complete securities donations.
Fill out this form and follow along Canada Helps’ prompts to complete your securities donation. In addition to your contact information, you will need to know the name and total shares of the security being donated, your investment account number and, if applicable, your broker’s information.
Once you have completed this form you will receive instructions on how you or your broker can initiate the securities transfer. If you are planning to donate different security types, you will need to complete this form for each type.
Donations given through Canada Helps will be tax receipted through Canada Helps directly, approximately 1–3 business days after the transfer is complete.
For more information, you can see Canada Helps’ guide to securities donations. Contact us at [email protected] if you have any questions or experience any issues.
