Donating securities to your GiveWise Giving Fund is a straightforward process that allows you to maximize your charitable impact. This process requires collaboration between you, your Financial Advisor (if applicable), and the entity holding your investments. By following these steps, you can ensure a smooth and effective transfer.
Completing the online form does not finalize the donation. The transaction will only proceed when the necessary documents are submitted to your Financial Advisor, broker, or investment platform. GiveWise does not initiate transfers directly with the institution holding your investments.
Sign in to your GiveWise Giving Fund.
Click on “Add Funds” tab in the top navigation bar.
From the resulting options, click on “Securities” on the far right of the menu bar.
This opens an online form:
If you have a Financial Advisor, we recommend that you speak with them first to strategize which securities would make the most sense for you to donate. Once you have consulted them, ask for their assistance in providing the information on this form.
If you are a self-directed investor, and will be donating from this form, please name yourself as your Advisor, but provide us with the self-directed platform info and your specific account number.
Once this form is completed and you click SUBMIT, GiveWise will be notified of your intention to donate, and you will be provided with a handy PDF that has pre-populated all of the necessary info that your Financial Advisor, dealer, custodian, or investment platform will need.
Download and forward this PDF to the firm that holds the securities. You may also need to complete and submit the broker’s proprietary transfer form.
Filling this form in is not the complete process. This donation transaction will only be initiated once you submit this form to your Financial Advisor, broker, or investment platform. GiveWise does not initiate any of this with the entity that currently holds your investments.
Example:
If you have any questions, please reach out to support@givewise.ca.
