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Dipping a toe into the investment pool

RAVEN is growing up! – and taking the plunge into a new way for supporters to invest in our work. Now, in addition to cash donations and online donations made through PayPal, we have blasted open a door to the world of stocks, bonds, GICs and other securities. And these donations will still all qualify as charitable giving, so donors receive the financial benefit of philanthropic giving as well as the ‘feel-good’ side of helping a worthy cause.

Our VEN (Very Exciting News)! RAVEN now has a no-fee account with Edward Jones (and it behooves us to note that our investment advisor is waiving all his fees too). The account can hold securities from both Canada and the U.S. – and it allows investors who may need a tax-incentive to make a contribution that is win-win for RAVEN and them - charitable giving while helping support our work to assist First Nations and save the planet. There are many ways it can work – for examples or advice you can call our investment advisor.

This is a safe option for RAVEN too, because the account will not take any hedged securities or deal with options. And all donated securities will be held as cash in order to ensure the donor receives the tax credit they anticipate, and so that RAVEN staff do not need to deal with today’s challenging markets.

We’re considering having a dinner meeting for investors who might be interested in hearing more (please let us know if this interests you) – but in the meantime; potential donors who are interested or have questions can call RAVEN’s investment representative Ali Nozari at 250.544.4939. Or email at ali.nozari@edwardjones.com

Posted by Susan Smitten Wednesday Sep 28, 2011 14:10
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