Give Securities

A gift of securities is a tax-smart way to invest in nature, wildlife and the planet.

 

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A Gift Where Nature And Wildlife Get The Greatest Dividends

A huge thank you for including the Wilderness Committee in your giving. If you own publicly traded securities that have gone up in value, you can use those to make your gift. It’s one of the smartest ways to give. You’ll save on capital gains tax, which means more of your gift goes towards mobilizing action for nature, wildlife and the climate.

Securities include mutual funds, stocks and retirement accounts like RRSPs. Depending on where they’re invested, your gift of securities can mean pulling support from fossil fuel companies, shifting the balance back towards a healthier planet.

You pay less in taxes, and nature wins with stronger protection for the biodiversity we depend on.

A Gift Of Securities Made Easy

Choose one of these options to initiate your transfer

Option 1: Use the form below. Once you send us the required information about your financial institution and securities, you’ll receive an email summary with everything you need to forward to your financial advisor. If you prefer a PDF form, print and scan this form instead.

Option 2: Work with your own broker or investment firm. To initiate the transfer, let them know what your securities transfer wishes are, along with the following information:

Receiving Firm: iA Private Wealth Inc.  Email: donations@iaprivatewealth.ca 
Dealer/Rep #: 7923/SBW1 FINS: T089 DTC #: 5008 
CUID: NBCS     CLEARSTREAM: 37220 
Account Number: 37B47RA
Name of Account: Western Canada Wilderness Committee 
Charitable Registration Number: 11929-3009-RR0001

Option 3: Or, work with our broker. Contact our broker with your wishes and let her know where your securities are held. Call Lori Woytowich at 250-383-4178 or email donations@iaprivatewealth.ca. Our broker welcomes any questions you may have. 

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Give A Gift Of Securities

Thank you for your gift to the Wilderness Committee. Start your transfer of securities using this form.

Gifts less than $500

If your gift will be less than $500, please use the CanadaHelps securities donation tool instead.

NEW: The form below saves time. You instantly receive an email you can forward to your broker. A copy is also sent to Wilderness Committee and their broker.

If you prefer to use a fillable PDF you can print or save and append as a PDF, click here instead.
Your Information










Your Securities Account Information




Securities Donation Information



Donor Declaration
I understand that I will receive a gift-in-kind tax receipt for these securities from Wilderness Committee for the closing price on the date these securities are received in the charity’s account. These securities have been donated to the Wilderness Committee without restriction and can be sold by the charity at their discretion.

Additional comments
Please Note
Once you submit this form, you'll receive an email summarizing the information you've just entered. Use this to forward to your own financial advisor as it will contain the following information you'll require, to initiate the transfer on your behalf:

Receiving Firm: iA Private Wealth Inc. 
Dealer/Rep #: 7923/SBW1 FINS: T089 DTC #: 5008 
CUID: NBCS     CLEARSTREAM: 37220 
Account Number: 37B47RA
Name of Account: Western Canada Wilderness Committee 
Charitable Registration Number: 11929-3009-RR0001 

If you have any questions for Wilderness Committee's broker, please call Lori Woytowich at (250) 383-4178.  

For any other assistance or to speak with us directly to ensure that your gift is handled smoothly and efficiently call the Wilderness Committee prior to initiating the transfer of securities, 1-800-661-9453 (toll free) or (604) 683-8220 in BC’s Lower Mainland 








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