Why do I need to create a pledge online through CanadaHelps?

In order to process the securities donation through CanadaHelps, we require traceability and the online pledge. The information entered online helps us to reference the donation information, provide follow ups to our donors once the share is sold, use the information entered to issue our tax receipts, and ensure donor status updates. CanadaHelps’ broker uses the information that is entered online to match what is received by the donors advisor in order to sell the share.

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