Overview

You can donate shares from a personal non-registered account to a charity of your choice. You must complete a Letter of Direction and return it to us to start the share donation process.

How to donate shares

Follow the steps below to donate shares from your personal non-registered account:

Step 1: Fill out a Letter of Direction

A Letter of Direction (LOD) gives us instructions and guidance to process your share donation. You can get an LOD from CanadaHelps, or from the organization you’re donating to.

The form must be completely filled out, signed, and dated.

Step 2: Upload the LOD to your Wealthsimple profile

When complete, please upload it to this document link.

Step 3: Contact Wealthsimple client support

Contact our support team to notify us that you want to donate some of your shares. Please include that you've uploaded your LOD to your profile.

Processing time for share donations

It will take 7-10 business days for us to process your donation. You’ll get an email update from us when we’ve processed your donation.

Donation tax receipts

You’ll receive any donation tax receipts from the charity you donated to. Wealthsimple doesn’t provide donation tax receipts.

Frequently asked questions

If you have a LOD from CanadaHelps, please visit their Help for Donors webpage. They have a variety of frequently asked questions you can refer to.

If you have a different question about the unlocking process with Wealthsimple, please contact our support team.