Planned Giving & Gift of Securities

Planned Giving

Choosing to leave a gift to Fife House in your will is a deeply meaningful way to ensure your compassion continues far into the future. A planned gift or bequest becomes part of your legacy—helping provide safe, stable housing and wraparound support to people and families living with HIV/AIDS who are unhoused or facing housing precarity. It is a simple act today that can offer security, dignity, and hope for generations to come. By remembering Fife House in your estate plans, you are making a lasting promise that no one is left without a place to call home.

A planned gift is a special and carefully planned donation. Taking the form of a Legacy, Bequest, Gift of Life Insurance, RRSP/RRIF. In many cases, planned gifts also provide meaningful tax benefits to your estate, helping you maximize the difference your generosity can make. It’s a thoughtful, lasting way to care for your loved ones while also caring for your community.

If you are considering a planned gift and would like to talk about leaving a legacy, we invite you to reach out to us at ask@fifehouse.org.

 

Donation of Securities

A donation of securities or mutual funds is one of the most efficient ways to give to charity. Since capital gains taxes don’t apply, our charity receives the full fair market value when the security is sold, and you receive a tax receipt reflecting your larger contribution. This allows you to give more and get more.

CanadaHelps, our trusted partner, will process the donation of your security on our behalf. Here’s how it works:

Complete the online pledge
Provide details about your securities or mutual funds donation. Once complete, download the Letter of Direction form. You will also receive an email confirming your pledge. CanadaHelps will receive and process your pledge.

Send the completed Letter of Direction to your broker authorizing the transfer of your shares to CanadaHelps. It typically takes 1 to 2 working days for the transfer to settle within the CanadaHelps account.

CanadaHelps will promptly sell the shares
Once proceeds are received, CanadaHelps will send you a detailed confirmation email with your charitable tax receipt and disburse the proceeds from the sale to our charity.

Do you use a Direct Investing platform such as RBC Direct Invest, TD Waterhouse Direct Investing, Scotia iTrade, or QuestTrade? You may need to complete the Letter of Authorization/Direction Form available from your Direct Investing firm. The Letter of Direction we provide at the end of your pledge includes all the information you will need to complete their form.

A new Letter of Direction (LOD) and pledge form must be used for each Securities donation to avoid delays. Please do not re-use previous LODs.