Does CanadaHelps accept physical certificates of securities?
If you have your own broker, the fastest way for you to receive your charitable tax receipt and for your charities of choice to receive the funds is for you to first convert the certificates to electronic records. Once you’ve done so, you can make an online pledge through the CanadaHelps website.
Converting physical certificates will involve you delivering the securities to your broker with a request to add them to your electronic account. You may have to sign them and complete some additional paperwork. Check with your broker for details.
If you do not have your own broker, CanadaHelps can accept donations of physical certificates and handle the conversion process for you; however, unlike our usual process to accept donations of securities which typically takes 1-2 weeks, the processing of physical certificates can take several months.
If you have a physical certificate you wish to donate, please make your pledge online. A member of our support team will follow up with you to explain the timelines, and answer any questions you have about next steps.