We recommend that you review the steps below before browsing to the Canada­Helps (CH) website, a link to which is provided at an appropriate point in the text provided below.

1. Assemble Your Donation Details

1. If you haven't already done so, decide on a value (in Canadian dollars) for your proposed donation and identify the specific securities that you will be donating. Here "securities" can refer to stock of a single publicly traded company, a bundle of publicly traded stocks or bonds held separately or in a fund (eg an exchanged traded fund), and stocks or bonds held in a mutual fund. Hereafter we will use the general term "securities" except where we must distinguish between stocks and mutual funds.
2. Access the most current information concerning the investment you wish to donate. Your account with your broker/investment company will normally be your most up-to-date source. Most investors' accounts are accessible online. However you may benefit from also having your account's latest printed statement in hand, since some details may be more easily found on a printed statement than on a page in your online account.
3. Your broker/investment company will undoubtedly charge you a fee for transferring securities to CanadaHelps. Find out what the transfer fee will be. Be sure that you have sufficient funds in your account to cover both the value of your proposed donation and the transfer fee.
4. Using the current unit value of the security you intend to donate, calculate the number of shares or units you need to donate to achieve your desired dollar value.
   • If you are donating all or part of a mutual fund:
     • CanadaHeps will accept a whole or fractional value.
     • Make a note of the result of your calcuation now.
   • If you are donating stocks:
     • CanadaHelps will accept only a whole number value.
     • If the number you calculated is a fraction (eg, 125.1, 752.67), round the value up or down to the nearest whole number, keeping in mind the dollar value you wish to achieve with your donation.
     • Make a note of the result of your calcuation now.
5. Find your broker/investment company's official name for the security you wish to donate and its associated stock or ticker symbol or the fund identification code and/or number assigned to the fund by your broker/investment company. Make a note of that name and that symbol, code and/or number now.
6. Make a note now of your account's number, as displayed online or on your broker/investment company's latest statement of account.

2. Go to the CanadaHelps Website

1. Browse to the CanadaHelps (CH) site at:  https://www.canadahelps.org/
2. On the CH Home page, to the right of the CH logo:
   • Click "Donate";
   • In the resulting dropdown menu click "Donate Securities".
3. On the resulting "Donate Securities and Mutual Funds" page:
   • Click "Donate Now"
   • CanadaHelps will return a page titled "Securities".
4. On the "Securities" page:
   • Below the header "DONATION TYPE":  click either the "SECURITIES" or "MUTUAL FUNDS box", whichever applies.

3. On the CanadaHelps "Securities" Page

1. Below the header "DONATION TYPE":  click on either the "SECURITIES" or "MUTUAL FUNDS" box, whichever applies.

2. Provide your Donation Details
   
   • If you are donating Securities:

     Name/Description of Security:	From Step 1.e
     Stock/Ticker Symbol:	From Step 1.e

   • If you are donating securities held in a Mutual Fund:

     Name/Description of Mutual Fund:	From Step 1.e
     Mutual Fund Code/Symbol:	From Step 1.e

   • For both types of securities:

     Investment Management:	Select the appropriate item on the dropdown menus
     Investment Platform:	Name of your broker/investment company
     Account Number:	From Step 1.f

3. Select HAALSA as the charity to receive your donation:
   • Under the header "Charities & Allocations":
     • In the "Search for more charities" search box:
       • Enter "HAALSA"; then press the {Enter} key.
     • In the resulting Search Results box:
       • Click "Add" on the row for "HAALSA : The Hamilton Association. . ."
       • Click "X" in the Results box (top-right corner) to close the box.
4. Select an expense fund to which HAALSA should assign your donation:
   • In the "Fund" column:  click "0 - Select one of the follo..." to open a dropdown menu displaying a list of all of the Association's income and expense funds.
   • Limit your selection to one of the expenses funds. Your options are:
     • 2.1 - Maitland Banting Silver Quill Award for Fiction
     • 2.2 - Science Fair Award(s)
     • 2.3 - Young Musician Award
     • 2.4 - Young Poet Award
     • 2.9 - All Awards (amount divided equally)
     • 3.1 - In Memoriam / In Honor Of **
     • 4.1 - Other (an unrestricted donation)
     ** An unrestricted donation unless you indicate otherwise in the "Message to Charity" box.
5. Specify the number of shares (for stocks) or units (for a mutual fund) to be donated to HAALSA:
   • In the Total Shares box:  Enter the value you recorded in Step 1.d
6. Use the "Add a message" box to further clarify how you wish your funds to be allocated/used. This field is optional.
   • Click "Remove message" any time during or after composing your message if you wish to delete it.
7. Provide your Donation Information details
   • The fields in this section of the form require no comment here.
8. When ready, click the "Continue to review" button.
   • CanadaHelps will return a page titled "Review and Complete".

4. On the "Review and Complete" Page

1. Make any necessary changes.
2. When ready, click the "Complete Your Pledge" button.
   • CanadaHelps will return a page titled "You're Almost Done".

5. On the "You're Almost Done" Page

1. Note now your "pledge number".
2. Note the instructions and scheduling observations provided on the page.
3. Try to download the Letter of Direction by clicking the "Download ..." button
   • Don't be alarmed if, as was our experience, the download did not succeed.
   • The email sent to your designated e-address includes the Letter of Direction as an attachment.