Donate Securities

The sale of appreciated securities can result in significant capital gains taxation. Gifting these to the Foundation in-kind can provide significant tax relief. Listed securities include stocks, bonds, mutual funds, ETF’s and certain income trust units which are publicly traded through an exchange. Donors are able to give such gifts during their lifetime and afterward – through their Estate, depending on circumstances and wishes.

Features of Gifts of Publicly Listed Securities:

• Donation receipt for fair market value
• Donate up to 75% of annual income – with 5 year carry forward beyond
• 100% elimination of capital gains taxation!
• No OAS clawback

Meet with your financial advisor to select an appropriate security to transfer. Contact us at the Foundation and the transfer can be done electronically. A charitable receipt will be issued for their market value on the day securities are received into our account. It is our practice to redeem securities immediately upon receipt.

Download more information on gifts of securities.

Download a copy of our transfer instruction form. This PDF form may be completed, digitally signed right on your device and forwarded on to your advisor and the Foundation. If you use self-service, online brokerage such as BMO Investorline or Scotia iTrade, please contact the Foundation for assistance. Steps to initiate a gift vary from one provider to another.

For assistance, please contact:
Willard VanderPloeg
Charitable Giving Advisor
519-376-2121 x2736.