Donations of securities are currently one of the most tax-smart ways to make charitable donations in Canada – but is your charity set up to accept them? CanadaHelps has you covered! Since 2007 we have been successfully helping our charities to accept donations of publicly traded securities and mutual funds. This webinar outlines how the donation works for the charity and the donor, how CanadaHelps processes gifts for your charity and how to market, promote and speak to donors about this type of donation.

Our speaker Paul Nazareth, VP of Community Engagement at CanadaHelps is a 15 year planned giving professional who is a national instructor with the Canadian Association of Gift Planners, has worked with securities donations in charities of all sizes and with the advisors who make these gifts happen. Get your program set up to get more gifts this year!

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Updated on November 1, 2024