Forms
The forms below are all available to you to enhance your charitable giving experience. Simply print them, complete in full and scan them to our office at info@providentfoundation.ca. Alternatively, you can fax your completed form to 403.455.0535.
We would be pleased to assist you with any questions that you might have about any of these forms. Please contact us if we can help in any way.
For Donor Advised Funds:
Provident Donor Advised Funds Policies and Guidelines - this document provides details regarding donor advised funds, including the regulations in the Income Tax Act and CRA. It is recommended that this document be downloaded, printed and read prior to opening a fund.
Provident Giving Fund Application - to open a Provident donor advised Giving Fund
Provident Legacy Fund Application - to establish a Provident donor advised Legacy Fund
Contribution Form - for additional contributions to any Provident donor advised fund
Distribution Recommendation Form - for fund advisors only
Direct Transfer Form - to donate appreciated securities to a donor advised fund
For Pass-Through Gifts:
Direct Transfer Form - to transfer securities or mutual funds for liquidation and distribution by Provident
Letter of Direction for Direct Transfers - outlines donor recommendations for the distribution to charities of proceeds of liquidation of transferred securities and mutual funds
For Bequests / Wills:
Letter of Direction for Testamentary Gifts - outlines donor direction for distribution of gifts received through a bequest or direction in a Will
For RRSP or RRIF account donations:
Letter of Direction for Testamentary Gifts - outlines donor direction for gifts received through Provident's beneficiary designation of registered assets
For Life Insurance proceeds:
Letter of Direction for Testamentary Gifts - outlines donor direction for gifts received through Provident's beneficiary designation or ownership of life insurance policy proceeds