By donating securities directly to a charity as opposed to selling them and donating the proceeds, the capital gains tax can be eliminated. This means more money for HelpAge Canada and a greater charitable tax credit for you.
Our trusted partner CanadaHelps, will process the donation of your security on our behalf. To get started:
Complete the online pledge on this page: 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 financial advisor or investment firm 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 sell the shares on the day they receive them: 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 HelpAge Canada.
Did you know the easiest way to give is with a stock, security or mutual fund?