This toolkit, developed by Community Foundations of Canada, provides a full range of information and tools to help you in your work with clients, and to learn more about community foundations.

Ways to Give

Stock/Securities

Hamilton Community Foundation’s process for the receiving, recording and handling gifts of securities is designed to ensure:

• Efficient, effective, professional and timely processing.
• All items received are captured accurately in the financial records.
• All items received are safely transferred to the custodian.

Form of securities:

A gift of securities may be made either by an electronic transfer or, in rare cases when the owner has paper certificates, by physically handing over these documents.

Donation Receipt

The value of the donation receipt will be established as the closing price on the date the transfer takes place. The charitable donation receipt is issued by HCF.

Fund Agreement

HCF donors can create their own fund or give to an existing one. For new funds, staff work with the donor and his/her advisors to develop a fund agreement that meets and reflects the donor’s philanthropic and financial objectives.