DRAFT: Contributing Securities through a Self-Directed Platform
If you use a self-directed investment platform, follow the steps below to contribute securities to your GiveWise Giving Fund.
Instructions
Sign in to your GiveWise Giving Fund. If you're new to GiveWise, create an account first.
Select Add Funds from the top navigation bar.
Under Make a Contribution, select Securities.
Select I use a self-directed investment platform.
Complete the securities contribution form with the details of the investment firm and account holding your securities, followed by the securities you want to transfer. If you’re donating more than one security, select Add Additional Security to enter each one.
Read the acknowledgement at the bottom of the form, check the box beside it, and select Submit.
After submitting the form, select Gift of Securities – Letter of Direction (PDF) to download your pre-filled transfer document. You’ll also receive a copy by email, along with a reminder to initiate the transfer with the firm holding your securities.
Follow the transfer process for your investment platform or custodian. Each platform may have different requirements for initiating a securities transfer, so review your platform’s instructions or contact them to determine your next steps. Your Letter of Direction contains the information needed to support the transfer.
Submitting the GiveWise form does not initiate the transfer. You must complete the required steps with the investment platform or custodian holding your securities.
Need Help?
If you have any questions, please reach out to support@givewise.ca.
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