Our Mission Your Philanthropy About Charitable Gift Funds How to Establish a Charitable Gift Fund





telephoneemail


Steps for Creating a CGF


Please follow the steps outlined below to establish a Charitable Gift Fund with Gift Funds Canada. You may either work through your professional advisor or directly with the Foundation if no advisor is involved.


Step 1

Either work with your professional advisor to complete the appropriate gift agreement form or go to the relevant section of this website (click here for a direct link) and select the appropriate document to download and complete on your own. 

Step 2

Complete the Charitable Gift Fund Agreement as per the instructions on the form and sign the form.

Step 3

If the donation is something other than cash, be sure to provide specific details about the asset(s) in the 'Gift Information' section of the application.

Step 4

Return the completed original of the signed Charitable Gift Fund Application to your professional advisor or if you aren't working with an advisor, send it directly to Gift Funds Canada's Data & Client Services Centre via courier or mail. Please keep a copy for your advisor &/or your files.

Gift Funds Canada
645 Gardiners Rd., Ste. 202
Kingston ON  K7M 8K2
Tel. 1-866-712-5988

Step 5

Initiate the transfer of assets to Gift Funds Canada using the instructions cited below:


Cash by Cheque

Cheques should be made payable to Gift Funds Canada. Mail to:

Gift Funds Canada,
645 Gardiners Rd., Ste. 202
Kingston ON K7M 8K2


Stocks

The Donor's Investment Advisor opens a new account in the name of the Charitable Gift Funds Canada Foundation. Instructions will be issued by Gift Funds Canada regarding the transfer in kind, liquidation & investment of the proceeds of the gifted assets.


Stock Certificates

Mail Stock Certificate(s) and Stock Power with Signature Guarantee under separate cover to:

Gift Funds Canada
645 Gardiners Rd., Ste. 202
Kingston ON  K7M 8K2


Mutual Funds

The Donor's Investment Advisor opens a new account in the name of the Charitable Gift Funds Canada Foundation. Instructions will be issued by Gift Funds Canada regarding the transfer of ownership, redemption & investment of the proceeds of the gifted mutual funds.


Bonds

The Donor's Investment Advisor opens a new account in the name of the Charitable Gift Funds Canada Foundation. Instructions will be issued by Gift Funds Canada regarding the transfer in kind and subsequent handling of the bonds.


Gifting Stocks
Without a Professional
Advisor

Assets may be gifted in kind directly to Gift Funds Canada by transferring them to the Foundation's discount brokerage account. Either use this Transfer Form or use the information in it to complete your brokerage firm's transfer form. Contact Gift Funds Canada at 1-866-712-5988 if further assistance is required.


Restricted Stock & Other Assets

Please contact Gift Funds Canada at 1-866-712-5988 for instructions.


These are the first practical steps you will work through to establish a CGF. Once the funds have been donated to Gift Funds Canada, the Foundation, as new owner of the assets, will also become a client of your Investment Advisor. Or in the case where a donor isn't working with an advisor, the gifted assets will be liquidated and the proceeds invested in a pooled fund as indicated on the appropriate agreement form.

Questions? Check the Frequently Asked Questions (FAQ) of this website or contact the Foundation at 1-866-712-5988 or contactus@cgfcf.ca.
Admin | © Charitable Gift Funds Canada Foundation 2016 | Privacy Policy | Site Map | Website Powered by SiteMajic