Gifts of Stocks & Securities

A donation of securities or mutual funds is the most efficient way to give charitably. Since capital gains taxes don’t apply, you can give more and get more. We currently process stock donations through CanadaHelps.

To donate a gift of securities:

Complete the online pledge by providing details about your securities or mutual funds donation. Select United Way Guelph Wellington Dufferin (107457053RR0001) as the Charity to support. Once complete, download the Letter of Direction form. You will also receive an email confirming all details of your pledge.

Send the completed Letter of Direction to your broker 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 promptly sell the shares.  Once proceeds are received, they will send you a detailed confirmation email with your charitable tax receipt and disburse the proceeds to us.

 

For more information or assistance with a donation of this kind, please contact Glenna Banda at glenna@unitedwayguelph.com or 519-821-0571