The Community Foundation offers a full range of planned gift-giving options. Establishing a fund is simple and often provides significant tax benefits. Of course, a donor may always make a contribution to the Community Foundation without establishing a fund. Please contact Janet Adams, Senior Associate, Development and Donor Services at 613-236-1616 ext. 231 for more information.
Online donations may now be made directly to funds held by the Ottawa Community Foundation. Our new online system provides a safe and secure environment through which donors may make a donation. Simply click on the Donate button that appears at the top of each web page. This will open the online donation system where you will have the option to search the name of the fund to which you wish to donate or select a fund from the list of featured funds. You will then be prompted through the rest of the donation process. Electronic receipts for donations of $20 or more will be provided by email. Donors who make monthly donations will receive a receipt for the full amount at the end of the year.
If you require any assistance with this facility, please contact us at 613-236-1616 x 0 / firstname.lastname@example.org.
Make a Gift of Securities
To donate securities, please complete this Gift of Shares Form describing the securities you wish to donate. In order for us to ensure that your generous gift of securities is received and receipted as quickly as possible, we request that you forward the share transfer form to your investment advisor. Please note that you will need to sign the form, provide the name of the fund to which you are making the gift, and specify whether the gift is endowed or flow-through.
We then ask that your investment advisor contact Gary Zhao, Comptroller, at 613-236-1616 ext. 240 directly to notify us of your gift. S/he would then need to fax the form to 613-236-1621.
Once we have received the form we can follow up with your advisor if there is any delay or question with respect to the receipt of the shares into our account. The value of your gift and receipt is determined as the end-of-day value the day the shares are received into our account.
Donate a Gift of Securities to a Local Charity
In order to assist donors and local registered charities in facilitating gifts of securities, the Community Foundation has established the “Local Charities Assistance Flow-Through Fund”. Through this fund we are able to receive and receipt gifts of securites and then transfer the funds to any local charities that donors wish to support. This process allows donors to take advantage of the capital gains tax relief for gifts of stock, while alleviating the administrative burden of smaller charities having to establish brokerage accounts in order to accept these types of gifts. The Foundation charges a 2% fee for this service to cover our administrative costs. If you wish to make a gift in this manner, please follow the instructions above under “Gifts of Securities”, and contact Brian Coburn, Director of Finance and Administration, to inform him of your gift.
Donate to an Existing Fund Through the United Way
It’s very easy to donate to your fund, or any other Community Foundation fund, through your United Way contribution. It is crucial, however, that the name of the fund is highlighted on your pledge form in order to make it clearly identifiable. With the high volume of information that the United Way is processing at this time, we strongly advise that you fax us a copy of your pledge form so that we are able to follow up in case of any confusion. Standard United Way administration fees will be deducted from the gift before it is transferred to us. Our fax number is 613-236-1621.
Year-end Donation Deadlines
Gifts by Cheque
If you wish to receive a same-year tax receipt, please ensure that your cheque is mailed (and postmarked) no later than December 31. Please make cheques payable to the Ottawa Community Foundation, specifying the name of the fund in the memo field.
Gifts by Credit Card (via Internet)
Make online gifts before midnight (EST) on December 31.
Gifts of Securities
When making gifts of publicly-listed securities, we recommend having your broker file all forms by December 19* in order to ensure that final ownership of the securities is transferred to the Foundation by December 31. Please also complete and send us the Direction to Gift Shares form by the same date.
*Please check with your broker regarding holiday hours. For more information, please contact Gary Zhao.