Shares and Securities
Did you know ehm accepts gifts of securities?
All you need to do is speak with your financial advisor about what donation makes most sense for your portfolio and have your broker transfer the stocks to ehm’s account at Caldwell Securities.
The stocks you donate will be transferred from your brokerage account to ehm’s account at Caldwell Securities Ltd. It will be sold there 100% commission free, so that 100% of your donation goes toward supporting ehm’s programs and people in need of assistance!
You will receive a tax receipt for the value of your shares on the day of donation, pay no tax on your capital gains, and make a big difference in people’s lives!
Please complete our securities donation form, available for download here, or instruct your broker to transfer the securities to:
Receiving Institution: Caldwell Securities Ltd. CUID: CALT
150 King Street West, Suite 1710
Toronto, Ontario M5H 1J9
Client Service Representative: Brendan Caldwell
Phone: 416-862-7755
Fax: 416-862-2498