Donating through a self-directed investing account
Helpful links
Making a gift from an online investing account can involve a few extra steps. The forms and submission process differ by institution, so use the guide below to prepare and send the right documents.
Start with these three steps
Complete and Sign your Letter of Direction
Choose the securities you want to donate and complete LGHF’s Letter of Direction.
Follow your Brokerage’s Instructions
Select your institution below to see exactly how to submit the form and whether your brokerage requires anything else.
Send a Copy to LGHF
Once you’ve submitted the transfer request to your brokerage, send us a copy so we can identify your gift when the shares arrive and issue your tax receipt.
Choose your institution
Select your brokerage for step-by-step transfer instructions.
RBC Direct Investing
Documents Required
Your signed LGHF Letter of Direction, plus the RBC donation form.
Please Remember
Forward the completed donation form to all three email addresses below:
How to send your documents
By phone and secure email
Call the RBC Direct Investing Contact Centre and ask the representative to accept your request through Secure Email.
1-800-769-2560
By fax
Send the completed RBC form and signed Letter of Direction to:
1-888-722-2388
By mail
RBC Direct Investing Inc.
Royal Bank Plaza, 200 Bay Street, North Tower
P.O. Box 75
Toronto, Ontario M5J 2Z5
TD Direct Investing
Documents Required
Your signed LGHF Letter of Direction, plus the TD donation form.
Please Remember
Forward the completed donation form to all three email addresses below:
How to send your documents
By phone
Call the TD Direct Investing Advice Center
1-800-465-5463
By fax
1-416-983-5696
By mail
Mail the form and letter of direction to:
TD Client Transfer Services
77 Bloor Street West, 6th Floor
Toronto, Ontario
M4Y 1T2
Scotia Direct Investing / iTrade
Documents Required
Complete and sign Lions Gate Hospital Foundation’s Letter of Direction.
Please Remember
Forward the completed donation form to all three email addresses below:
WAYS TO SUBMIT YOUR LETTER OF DIRECTION
By phone
Contact Scotia Direct Investing Advice Center at:
1-888-872-3388
By fax
Fax the signed LOD to:
1-877-369-7503
1-416-863-7518
In Person
Bring the Letter of Direction to your local branch and ask them to submit it on your behalf.
WealthSimple
Documents Required
Complete and sign Lions Gate Hospital Foundation’s Letter of Direction.
Please Remember
Forward the completed donation form to all three email addresses below:
HOW TO SEND YOUR DOCUMENTS
- Log in to your WealthSimple account.
- Select the Profile icon in the top-right corner of your account.
- Select Documents from the menu.
- In the top-right corner, click the Upload Documents button.
- Drag and drop or upload your signed LOD from your computer.
Questrade
Documents Required
Complete and sign Lions Gate Hospital Foundation’s Letter of Direction.
Please Remember
Forward the completed donation form to all three email addresses below:
How to submit your Letter of Direction to Questrade
- Log in to your Questrade account.
- Select Documents from the top navigation bar..
- Select Upload documents.
- Choose the account holding the securities.
- Upload your completed and signed Letter of Direction.
- Send a copy to LGHF so we can track the progress of the donation.
- After uploading it, contact Questrade through chat or telephone to confirm that the transfer request has been received and is being processed.
QTrade
Documents Required
Complete and sign Lions Gate Hospital Foundation’s Letter of Direction.
How to submit your Letter of Direction to Qtrade
- Complete and sign Lions Gate Hospital Foundation’s Letter of Direction.
- Ensure that your account number, number of securities, name of securities is included.
- Forward the completed donation form to all four email addresses below:
- Follow up with Qtrade as needed
Don't see your investment platform?
Contact its support team and ask how to initiate a charitable transfer of securities from your account.
Questions?
Please reach out with any questions
Legal Information
Full Legal Name: Lions Gate Hospital Foundation
Address: 231 East 15th Street, North Vancouver, BC V7L 2L7
Charitable BN# 11902 0907 RR0001
