To donate securities to Plan International Canada, you can follow these steps:
- Download the fillable form provided by Plan International Canada
- Fill out the form with your personal information and details of the securities you wish to donate.
- Send on copy of the filled form to your financial advisor.
- Send a second copy of the filled from to Thandi Walcott at twalcott@plancanada.ca
Donating securities can be a tax-efficient way to support charities like Plan International Canada, as it may offer benefits such as tax savings at the time of donation. Make sure to consult with your financial advisor for personalized advice regarding your donation.
Securities Transfer Form (PDF)
The benefits:
- Allows you to amplify the impact of your gift
- You pay no tax on the capital gains that have accumulated on the securities
- You receive a charitable tax receipt for your donation
- Your donation of securities can cover your Child Sponsorships, support a specific project, or establish an endowment
*Plan International Canada strongly recommends you seek the professional services of a lawyer, accountant or financial advisor to ensure that your financial goals are considered, your tax situation reviewed and your planned gift tailored to best fit your circumstances.
Retirement funds
By making Plan International Canada the beneficiary of your registered funds, you'll provide countless more children with the opportunities they need to survive and make life better for their families.
Life insurance
With a gift of life insurance, you make periodic premium payments that turn into a major gift – one that has the power to transform the lives of children and communities tackling some of the biggest challenges in the developing world.
Life insuranceGift in a will
A gift in your will may be the biggest gift of your life and has the power to help even more children look forward to a future filled with opportunity.
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