January 0001

Your guide to Donating Stocks and Securities

A simple, powerful and tax-smart way to help children reach their dreams

Scroll down

Transfer your publicly traded shares to Children Believe, save capital-gains tax, and you’ll get a tax receipt for the market value of the appreciated securities.

 

NEW Transfer your shares today by filling out the form below (no broker needed!). And, check your junk mail if you don’t receive the email confirmation.

Donate Securities

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.

Learn how it works

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.

Do you use a Direct Investing platform such as RBC Direct Invest, TD Waterhouse Direct Investing, Scotia iTrade, or QuestTrade? You may need to complete the Letter of Authorization/Direction Form available from your Direct Investing firm. The Letter of Direction we provide at the end of your pledge includes all the information you will need to complete their form.

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.

Donate a gift of Securities

By making a donation today, you help take care of the basics, so kids can just... be kids!

Donation Details

Donor & Tax Receipt Information

Can’t find your address? Click here

By completing this pledge you agree to the Terms of Service and Privacy Policy. Powered by CanadaHelps, a registered charity BN 896568417RR0001.

Securities Transfer Form

You can also download a PDF our Gift of Securities form for your broker to process. Don’t forget to let us know, so your donation is received without delay.

DOWNLOAD FORM

What you need to know to leave a Planned Gift to Children Believe

 

check mark

Legal Name

Children Believe Fund

 

check mark

Charitable registration

#10691 8543 RR0001

 

check mark

Address

90 Allstate Parkway, Suite 101,
Markham, ON, Canada, L6R 6H3

Sample codicil language to update a Will

Residual Gift: I give, devise and bequeath to Children Believe Fund of the residue of my estate to be used for any purpose(s) approved by the Board of Directors of Children Believe Fund.

Specific Gift: Specific Amount, unrestricted: I give, devise and bequeath to Children Believe Fund the sum of to be used for any purpose(s) approved by the Board of Directors of Children Believe Fund.

OTHER WORDING

Questions? We're always happy to help

For more information please contact:
Kali Petropoulos, Director, Philanthropy
kpetropoulos@childrenbelieve.ca
905.754.1001 ext 560