Donate Securities

Four easy steps to make a donation of securities to the Comox Valley Land Trust

Step 1.

Download the securities transfer form.

This form has all the information that we will need and that your broker will need to complete a securities transfer. Contact our administration by email at [email protected] if you have any questions.

Step 2.

Complete all sections of the securities transfer form.

Please complete the Donor information section and have your broker complete sections 2 and 3 of the form. Please sign the form and indicate how you would like your donation to be applied.

Step 3.

Email a copy of the completed transfer form to our administration:

We want to provide you with an accurate tax receipt and provide recognition to honour your generous gift. Therefore, it is important for us to receive your name and address details via the completed transfer form. Please email the completed transfer form to [email protected].

Step 4.

Email the completed transfer form to your broker or investment advisor.

Your broker or investment advisor is responsible for initiating the transfer. The Securities transfer form will have all the required information that they will need to initiate the transfer.

Additional Information:

Securities/shares/stock are considered legally transferred only when our agent Qtrade Direct Investing confirms delivery. The value of the donation receipt is based on the closing price of the shares on the day the shares are received by the Comox Valley Land Trust’s custodian, Qtrade Direct Investing.