Give More, Give Wisely—Support Transformation with Securities

DONATE

When you donate stocks, mutual funds, or other publicly listed securities that have grown in value, you’re not just giving—you’re multiplying hope. By making your gift directly to The Anawim Companions Society, you extend the impact of your generosity. It’s a simple, deeply effective way to make a difference and receive greater tax benefits—so your compassion goes even further.

Donating securities directly means you won’t pay tax on capital gains, and you’ll still receive a charitable tax receipt for the full value of your gift. More of what you’ve earned becomes a lifeline for people rebuilding their lives at Anawim. If you are considering this meaningful way to give, talk to your financial advisor or reach out to us—together, we’ll make every dollar count for dignity, second chances, and lasting community transformation.

To make a gift of securities, click below to download the form in PDF format and return it to your financial advisor.

Download Form

Our Partnership with the Victoria Foundation

To make giving as simple, secure, and tax-efficient as possible, The Anawim Companions Society partners with the Victoria Foundation to receive gifts of publicly listed securities.

  • The Victoria Foundation is a trusted local community foundation that processes gifts of securities on our behalf.

  • Your donation is designated to The Anawim Companions Society and, once processed, the full value (less any applicable fees) is granted to us.

  • You still receive a charitable tax receipt for the full eligible amount of the securities, issued by the Victoria Foundation.

This partnership allows us to focus on what we do best—offering safety, sobriety, and community—while ensuring your gift is handled with care and professionalism.

How to Make a Gift of Securities

To donate publicly listed securities (such as stocks, bonds, or mutual funds), please follow these steps:

  1. Download the Victoria Foundation “Donation of Securities” Form
    This form provides the instructions your investment advisor needs to transfer your securities in-kind.

  2. Share the Form with Your Investment Advisor

    • Complete the donor sections of the form (your name, contact details, and information about the securities you wish to donate).

    • Give the form to your investment advisor.

    • Your advisor will send the completed form to CIBC Wood Gundy (the Victoria Foundation’s broker) and to the Victoria Foundation.

  3. The Securities Are Transferred and Sold

    • Your securities are transferred in-kind to the Victoria Foundation’s brokerage account.

    • The Victoria Foundation arranges for the sale of the securities.

    • The value of your tax receipt is based on the closing market value on the day the securities are received into the account.

  4. Your Gift Reaches Anawim

    • The Victoria Foundation issues you a charitable tax receipt.

    • The net proceeds are then granted to The Anawim Companions Society, as directed on the form, to support our programs and community.

If you have any questions at all, you can contact us directly:
info@anawimsociety.ca or (250) 382-0283

Questions About Giving?
Want to Come for a Tour?

We’d love to have you visit us and see for yourself the work your giving makes possible. And our team is available to assist with any questions about donations, tax receipts, or other ways to support Anawim. Contact us today to schedule a visit.

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Call us: (250) 382-0283

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