Introduction

This page applies to persons whose broker/investment firm requires them to submit a Charity Donation of Securities in Kind (CDSK) form (or equivalent) provided by the broker/firm.

  • On this page we will provide general advice concerning your response to some of the fields on a typical CDSK form. We will be using TD Waterhouse's CDSK form for our example. On other firms' CDSK forms the section headers and labels displayed for the same or equivalent fields will likely differ from those displayed on this page.

Steps

The instructions and observations provided below were accurate as of 11 July, 2022, when we last visited the relevant pages on the various websites. Please inform our webmaster (webmaster@haalsa.org) of any now-out-dated or otherwise incorrect details.

9. Completing a Charitable Donation of Securities in Kind form

  1. If the CDSK forms is provided as a fillable pdf document, open it in your web browser or pdf editor application. If the form is not fillable, print it now.
  2. Under "Please transfer the following position" (or equivalent)
    DescriptionEnter the official name of the securities or mutual fund.
    QuantityEnter the number of stock shares (whole number) or fund units (whole number or fraction).
    CUSIP/ISINYour broker/investment firm can provide you with this unique identifier for the stock or fund. It may also be possible to find it online.
  3. Under "Delivering Institution Information" (or equivalent)
    Delivering Institution NameEnter the full legal name of the broker/investment firm; eg "TD Waterhouse Canada Inc".
    Account
    Name    		Enter the name of the account holder; eg, "John Smith".
    Account
    Number    		Enter the number of the account in which the securities are held. Look on your printed statements or online account.
    Delivering Institution CUID or DTCYour broker/investment firm can provide you with this unique identifier. It may also be possible to find it online.
    Contact
    Name    		Leave this empty. The representative at your broker/investment firm who accepts your CDSK form will enter their name and signature.
  4. Under "Receiving Institution Information" (or equivalent)
    Receiving Institution NameEnter "RBC Dominion Securities" from CanadaHelp's Letter of Direction
    Account
    Name    		Enter "CanadaHelps CanaDon" from CanadaHelp's Letter of Direction
    Canada Revenue Agency (CRA) Charity Registration NumberEnter "896568417 RR 0001" from the CRA > Charities website's find-a-charity tool: re CanadaHelps
    Account
    Number    		Enter "4216326118" (or other value as applicable) from CanadaHelp's Letter of Direction
    Receiving Institutions CUID or DTCEnter "DOMA" from CanadaHelp's Letter of Direction
    Contact
    Name    		Enter the name provided under ". . . Broker Contact". from CanadaHelp's Letter of Direction
    SignatureThe person named above will sign when processing the form.
    Phone NumberEnter the number provided under ". . . Broker Contact". from CanadaHelp's Letter of Direction
  5. Under "Additional Information" (or equivalent)
    • Leave this empty. The representative at your broker/investment firm may enter something here.
  6. Under "Contributing Client Authorization" (or equivalent)
    • Here, of course, is where you will sign and date the form—but don't do that now.

10. Review the completed Charitable Donation of Securities in Kind form

  1. Ensure that all of the information you've entered/provided is appropriate and accurate, particularly the numeric values.
  2. When satisfied, if you were using a fillable pdf, save it and and print a copy. If you were using a printed copy, do not sign the form at this time; rather, just make a photocopy and put it where you will be able to find it later.

11. Take the Completed CDSK Form to Your Broker/Investment Firm

  1. It's probably best to call ahead and make an appointment with someone who is prepared to accept the firm's CDSK form.
  2. It's probably best to take your still-unsigned Letter of Direction with you when you take your still-unsigned CDSK form to the appointment.
  3. Assuming all is correct, be sure to sign both forms before leaving your meeting with the broker/investment firm's representative.
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