SHARES AND OTHER SECURITIES
Your gift of securities must be donated “in Kind” and provides an innovative and creative way to make a charitable gift and can often help fund a larger gift than you might otherwise be able to make. Shares include stocks, bonds, bills and mutual funds.
Donating shares or other securities also offers you a tax-efficient way to support our mission while avoiding capital gains tax and possibly deducting the full value. ​​​
Favorable tax rules regarding the donation of shares to a registered charity make this
option particularly attractive for many donors.
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ONLINE DONATION PROCESS FOR SECURITIES
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Visit the webpage here or scan the QR code provided:
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Fill out the online form with some basic information about the shares/funds and some personal details for tax receipting purposes (i.e. full name, address).
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Download the “Letter of Direction” (CanadaHelps automatically produces)
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Sign the letter of direction and provide it to your broker/financial institution.
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Your broker/financial institution transfers the requested number of shares from the donor’s investment account to CanadaHelps’ account.
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CanadaHelps sells the securities on the day received from your institution, arranges the pledge documentation and materials for you, issues you a tax receipt, and transfers the proceeds to HALO
HALO Air Ambulance strongly encourages all individuals considering a planned gift to cunsult with their financial advisor, estate planner, or legal professional. We do not provide legal or finacial advice, and decisions regarding your estate should be made in consultation with qualified professionals to encure your wishes are fully respected.