Establishing a Charitable Gift Fund

Steps for Creating a CGF for Your Client

Please follow the steps outlined below to establish a Charitable Gift Fund for your client(s) with the Charitable Gift Funds Canada Foundation.

Step 1	Go to the Forms section of this website (click here for a direct link) and select the appropriate Charitable Gift Fund Agreement form. Download and/or print a copy of the application.
Step 2	Work with your client to complete the Charitable Gift Fund Agreement as per the instructions on the form. Don't forget to have your client sign the form.
Step 3	If your client(s)'s donation is something other than cash, be sure to provide specific details about the asset(s) in the 'Gift Information' section of the application.
Step 4	Courier* the original of the signed Charitable Gift Fund Application to the CGFCF Data & Client Services Centre and keep a copy for your files. Charitable Gift Funds Canada Foundation Data & Client Services Centre 645 Gardiners Rd., Ste. 202 Kingston ON K7M 8K2 Tel. 1-866-712-5988 ( Use ICS or the courier of your choice)*
Step 5	Initiate the transfer of assets to the Charitable Gift Funds Canada Foundation using the instructions cited below:

	Cash by Cheque	Cheques should be made payable to the Charitable Gift Funds Canada FoundationMail to: Data & Client Services Centre 645 Gardiners Rd., Ste. 202, Kingston ON K7M 8K2
	Stocks	The Donor's Broker establishes an account in the name of the Charitable Gift Funds Canada Foundation. Transfer stocks into that account; liquidate the stocks; and forward the funds by cheque or direct deposit to the Charitable Gift Funds Canada Foundation.
	Stock Certificates	Mail Stock Certificate(s) and Stock Power with Signature Guarantee under separate cover to: Charitable Gift Funds Canada Fdn. Data & Client Services Centre 645 Gardiners Rd., Ste. 202 Kingston ON K7M 8K2
	Mutual Funds	Transfer ownership of mutual fund units in kind to the Charitable Gift Funds Canada Foundation as per the procedures of the product manufacturer and your dealer.
	Bonds	The Donor's Broker establishes an account in the name of the Charitable Gift Funds Canada Foundation. Transfer stocks into that account; liquidate the stocks; and forward the funds by cheque or direct deposit to the Charitable Gift Funds Canada Foundation.
	Restricted Stock & Other Assets	Please contact the Charitable Gift Funds Canada Foundation at 1-866-712-5988 for instructions.

These are the first practical steps you will work through with your client to establish a CGF. Once the funds have been donated to the Charitable Gift Funds Canada Foundation -- the Foundation, as new owner of the assets, will also become your client. The process of reinvesting the funds through you will be the same as you currently follow with any client making a new investment.

Questions? Check the Frequently Asked Questions (FAQ) of this website or contact the Foundation at 1-888-419-4999 or contactus@cgfcf.ca.