To donate securities to ÌÒ×ÓÊÓÆµ Canada, you can follow these steps:

  1. Download the fillable form provided by ÌÒ×ÓÊÓÆµ Canada
  2. Fill out the form with your personal information and details of the securities you wish to donate.
  3. Send a copy of the filled form to your financial advisor.
  4. Send a second copy of the filled from to Thandi Walcott at twalcott@plancanada.ca

Donating securities can be a tax-efficient way to support charities like ÌÒ×ÓÊÓÆµ Canada, as it may offer benefits such as tax savings at the time of donation. Make sure to consult with your financial advisor for personalized advice regarding your donation.

The benefits:

boys look out of window
  • Allows you to amplify the impact of your gift
  • You pay no tax on the capital gains that have accumulated on the securities
  • You receive a charitable tax receipt for your donation
  • Your donation of securities can cover your Child Sponsorships, support a specific project, or establish an endowment

*ÌÒ×ÓÊÓÆµ Canada strongly recommends you seek the professional services of a lawyer, accountant or financial advisor to ensure that your financial goals are considered, your tax situation reviewed and your planned gift tailored to best fit your circumstances.

Get in touch with us

We’d be happy to talk with you if you’d like to know more about any of these options and how you can use your legacy to help create a more just world, fight for equality for girls and support the rights of children worldwide.

Get in touch

Thandi Walcott

THANDI WALCOTT
Manager, Estates Administration
D: 437-828-9090
twalcott@plancanada.ca

Rhona Rahmani

RHONA RAHMANI
Director of Planned Giving
D: 437-828-8785
Rrahmani@plancanada.ca

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