CanadaHelps is a public charitable foundation that provides online donation technology for both donors and charities. This webinar discussed how charities can accept and process gifts of securities through CanadaHelps, which provides a hassle-free way for charities to benefit from these donations while eliminating capital gains tax for donors. Tips were provided on promoting securities donations, including informing donors and financial advisors of the option and preparing targeted messaging. Frequently asked questions about the process and costs were also addressed.

1. BIG Gifts! Using CanadaHelps
for Gifts of Securities
September 29, 2010
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or Call 1-416-900-1162; Code 446-698-044

2. Reminders
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3. CanadaHelps.org
What is CanadaHelps?
A public charitable foundation that provides accessible and
affordable online technology to both donors and charities.
For Charities
A cost-effective means of raising funds online.
For Donors
A one-stop-shop for giving.
CanadaHelps is a charity helping charities.
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4. Today’s Presenter
Mike Henry
Client Services Coordinator
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5. Webinar Agenda
1. Tax Benefit Overview
2. Accepting & Processing Gifts of Securities
• Without CanadaHelps
• With CanadaHelps
3. Tips for Success
4. Frequently Asked Questions
5. Q & A
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or Call 1-416-900-1162; Code 446-698-044

6. TAX BENEFIT OVERVIEW
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7. Tax Benefit Overview
• If a donor owns securities or
mutual funds that have grown in
value, they will face a tax bill
upon selling them
• Charitable donations of publicly
listed securities to registered
charities are exempt from
capital gains taxation
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

8. For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

9. What does this mean for donors?
• Tax Advantages
• Eliminate capital gains tax bill
• Opportunity
• An opportunity to make a significant gift
• Recognition
• Their gift can be honoured during their lifetime
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

10. What does this mean for charities?
• Bigger donations
• Another significant donation source
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

11. ACCEPTING & PROCESSING GIFTS
OF SECURITIES
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or Call 1-416-900-1162; Code 446-698-044

12. Accepting gifts of securities on your own
• Requirements:
• Brokerage account
• New forms and procedures for receipting,
processing, etc.
• Train and inform staff
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

13. Accepting gifts of securities is easy &
hassle-free with CanadaHelps!
• No need to get a broker
• No need to set up a brokerage account
• No administrative hassles
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

14. Donating Securities through CanadaHelps
1. Donor fills in information online on www.CanadaHelps.org
2. Donor submits the Letter of Authorization to their financial advisor
3. The financial advisor transfers the securities to the CanadaHelps brokerage
account
4. CanadaHelps sells the securities and forwards the sale value to your charity
5. CanadaHelps emails the donor a PDF tax receipt

15. TIPS FOR SUCCESS
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or Call 1-416-900-1162; Code 446-698-044

16. Let donors know you accept gifts of
securities.
• Include an article in your next newsletter
• Dedicate a page on your website to the topic
• Clearly and succinctly explain the benefits
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or Call 1-416-900-1162; Code 446-698-044

19. Outline the process on your
website.
• Explain that you are using
CanadaHelps to process gifts of
securities
• Outline the process so they know what
to expect
• Inform donors that CanadaHelps
assesses a transaction fee on each
donation before disbursing it to your
charity
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

21. For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

22. Let financial advisors know that your charity
accepts gifts of securities.
• They can consider this option for their clients
• Tip: set up meetings with advisors in your organization’s
neighbourhood
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

23. Create a segmented list of donors.
• Go through your donor data and create targeted lists
• Develop personalized, compelling messages for these
groups about donating securities
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

24. Prepare for the Giving Season.
• December is traditionally the time when most gifts of
securities are made
• Effective timing, messaging and repetition is important to
successfully promote charitable gifts of securities to your
organization
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

25. Follow-up.
• Thank donors in a timely way
• Remember to include CanadaHelps donors in your
charity’s regular donor recognition programs
• Find donor details in your MyCharity account
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or Call 1-416-900-1162; Code 446-698-044

26. FREQUENTLY ASKED QUESTIONS
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27. What is the cost to process donations of
securities through CanadaHelps?
• There is a nominal 3% transaction fee
deducted based on the proceeds of the sale of
donated securities
• Covers brokerage, transfer, banking & distribution
fees For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

28. How much money actually goes to my charity?
• CanadaHelps sells the securities and forwards the
sale value to your charity (less 3%)
• Please note that the CanadaHelps broker sells the
securities upon receipt
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

29. What value is on the donor’s tax receipt?
• The actual value of the donation for the tax
receipt is determined on the day that the
donation is received in the CanadaHelps
brokerage account
• Canada Revenue Agency (CRA) guidelines
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

30. How long does it take for a donation to
reach my charity?
• Generally, most securities take a few days to get to CanadaHelps
once a donor submits the Letter of Authorization to their financial
advisor/broker
• Some securities (e.g. mutual funds) can take a few weeks
• Once CanadaHelps receives the securities and they are sold, we
distribute them to the charity in the next disbursement cycle
• Process can take as little as a week

31. Who issues the tax receipt?
How and when is it issued?
• CanadaHelps issues and sends the tax receipt to
the donor
• Tax receipts are valued based on closing bid price
• Tax receipts are issued and sent after securities
are sold
For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

32. Where do I find out about donations of
securities made to my charity?
• In your MyCharity account, look for “Securities” in the
Donation Source field

33. What if the donor manages their own
investments?
• Process is the same through CanadaHelps
• Donor needs to provide their financial
institution’s information during the donation
process For audio, turn on your speakers,
or Call 1-416-900-1162; Code 446-698-044

34. ABOUT MYCHARITYCONNECTS

35. www.mycharityconnects.org
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36. Question and Answer
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37. Thank you for attending!
Webinar slides and recording will be up on:
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Questions, feedback, comments? Email us at:
info@canadahelps.org