Make a Bigger Impact
When you donate securities or mutual funds directly to Legacy Land Trust Society—as opposed to selling them and then donating the proceeds—we both benefit.
You receive the charitable tax receipt for the market value on the date the security is received by CanadaHelps’ broker. You will not have to pay tax on the difference between the current value of the securities and what you paid for them.
CanadaHelps, which manages our donations and issues your receipt, has more information about tax credits and a tax credit calculator.
As long as the securities are in a non-registered investment account and can be traded on a recognized stock exchange, you can donate them to Legacy.
Become Our Partner in Conservation
Please contact us directly to discuss your donation
before taking any of the steps described below.
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Fill out the online securities donation form on this page. After you submit it you’ll receive an email from CanadaHelps confirming the details of your pledge.
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Complete the provided Letter of Direction form from CanadaHelps and send it to your financial advisor or investment firm. This authorizes the transfer of shares to CanadaHelps.
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Once the shares are sold, CanadaHelps will send you a confirmation email with your charitable tax receipt and disburse the proceeds to Legacy.