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Gifts of Securities
When you make a gift of securities to ARCH Hospice, you are joining our Hospice Families by providing constant care at end-of-life. By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation.
Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and will planning.
We do recommend that you use a desktop, laptop, or iPad to make your securities donation as the layout on the mobile view is much smaller which can be harder to read.
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Step 1: Fill out the online securities donation form (found below). Upon completion, you will receive an email confirming all the details of your pledge.
Step 2: Complete the provided Letter of Direction form and send it to your financial advisor or investment firm. This authorizes the transfer of shares to CanadaHelps.
Step 3: Once shares are sold, we will send you a confirmation email with your charitable tax receipt and disburse the proceeds to the charities you selected.
** 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. **
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