Advancement Online Forms
Donation Forms
- Donation Form (Fillable)
- Gift of Shares
- Donors must complete the Charitable Gift of Securities Form and send it to their broker* and katie.stigter@carleton.ca
- Their broker will send that form to CIBC Mellon to initiate the transfer – this timeline will depend on the broker
- Within ten business days of the broker sending the form, CIBC Mellon will inform Carleton of the transfer and confirm the amount
- Within one to two business days, Advancement will provide CIBC Mellon with a letter of direction for the gift to be transferred to Carleton and Gifts Admin will then record the gift and issue the charitable tax receipt
*If you don’t have a broker, your financial advisor may be able to help you donate shares through Canada Helps
- Gift of Mutual Funds
- Donors must complete the Gift of Mutual Funds Form and send it to their broker* and katie.stigter@carleton.ca
- Your broker needs to send a letter of direction to Scotia iTrade and to katie.stigter@carleton.ca
- Gifts Admin will confirm the valuation, record the gift and issue the charitable tax receipt
*If you don’t have a broker, your financial advisor may be able to help you donate shares through Canada Helps
- EFT and Wire Gifts
- Contact katie.stigter@carleton.ca to get the most up-to-date banking information for you
- Your bank needs to have the remittance advice sent to receipt.accounting@carleton.ca along with a comment saying that the funds are for Advancement
- Carleton’s Cash Office will inform Gifts Admin that the gift has been received and Advancement will issue the charitable tax receipt