The Easiest Way to Start Accepting Securities Donations
Donations of stocks, securities and mutual funds come with benefits for both charities and donors. CanadaHelps makes the securities donations process easy for you and your donors so you can start accepting donations today.
Tap into the rapid growth of securities donations
Securities donations are growing fast as savvy donors learn about the tax benefits of donating stocks, bonds and mutual funds. Donation revenue from securities on CanadaHelps.org increased by 26% in 2023.
Let us handle the logistics of processing donations of securities
No need to setup any new brokerage accounts - receive security donations directly in your charity’s bank account.
No need to setup any new brokerage accounts - receive security donations directly in your charity’s bank account.
No need to setup any new brokerage accounts - receive security donations directly in your charity’s bank account.
Take control of the securities donation experience for your donors with the same branding and customization capabilities as our popular donation forms
Embed your securities donation form directly on your website so visitors never leave your site. No design or coding skills required.
Increase your charity’s fundraising revenue
A donation of securities is a gift of stocks, bonds or mutual funds which a donor can make to your organization. Since capital gains taxes don’t apply, your charity receives the full fair market value when the security is sold, and donors get a tax receipt reflecting their larger contribution.
Benefit from the rapidly growing
securities donation market
Join thousands of charities raising more accepting gifts of securities -- donations of securities grew by 91% in 2021 alone!
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How securities donations work with CanadaHelps
Donors will be asked to provide some basic information. The online tool will automatically produce a “letter of direction”.
The broker/financial institution transfers the shares from the donor’s investment account to CanadaHelps.
The donor signs the letter of direction and sends it to their broker/financial institution.
CanadaHelps facilitates the sale of the securities, issues the tax receipt, keeps the donor informed at each process step, and transfers the proceeds to the charity’s bank account.
Get the information you need to start developing a strategy to accept donations of securities
In this comprehensive white paper by CanadaHelps and sector experts, you’ll get everything you need to start accepting this type of donation.
You will learn the following:
What securities are and why they are important for charities and donors;
How you can develop a strategy and leverage key tactics;
The benefits to your donors;
Resources to help your outreach efforts; and,
How CanadaHelps simplifies donations of securities.
Just one low transaction fee
between 2-3% applies.
The fee charged on donations of securities depends on the size of the gift:
3% applies to donations less than $10,000; 2.5% fee applies to donations between $10,000-$49,999; 2.25% fee applies to donations between $50,000-$99,999; 2% fee applies to donations of $100,000+.
NOTE: The donor’s broker may or may not also charge a fee.