Menu Close

Donate Securities

A donation of securities or mutual funds is an efficient way to support the groundbreaking research of Concordia’s Arthroplasty Research Chair.

Since capital gains taxes don’t apply, The Concordia Foundation, on behalf of the Concordia Arthroplasty Research Chair, receives the full fair market value when the security is sold, and you get a tax receipt, which reflects your larger contribution. This allows you to give more and get more.

Please click here to access the pledge form.  Securities and Mutual Funds

How it works

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 and  CanadaHelps will receive and process your pledge.

  • Send the completed Letter of Direction

Send the 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.  The Concordia Foundation will also be in touch with you personally to provide assurance that the donation has been received.

  • CanadaHelps will promptly sell the shares

Once proceeds from the sale of the shares  are received, CanadaHelps will send you a detailed confirmation email with your charitable tax receipt and disburse the proceeds from the sale to the Concordia Foundation designated for the Arthroplasty Research Chair at Concordia.

If 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 need to complete their form.

To avoid delays, a new Letter of Direction (LOD) and pledge form must be used for each Securities donation. Please do not reuse previous LODs.

We encourage everyone to seek financial counsel from your broker or financial advisor. Questions: please contact the Concordia Foundation’s Executive Director at