Did you know that a donation of securities or mutual funds is the most efficient way to donate to a charity? Since capital gains taxes don’t apply, you can give more and get more.
GlobalMedic accepts gifts in the form of securities and mutual funds using CanadaHelps online system. You can learn more about the benefits of donating securities and mutual funds here. All you have to do is follow the steps below!
Complete the online pledge form below by providing details about your securities donation. Once complete, download the Letter of Direction form. You will receive an email confirming all the details of your pledge.
Send the completed Letter of Direction to your broker or Direct Investing firm. This will authorize the transfer of your shares to Canadahelps. It usually takes 1 to 2 business days for the transfer to complete.
Canadahelps will sell the shares. Once the proceeds are received, they will send you a detailed confirmation email with your tax receipt and they will disburse the proceeds, minus their fee, to us.