Gift of Securities
Gift of Securities
Make your gift today
A gift of securities is a thoughtful way to give hope and healing to the world’s most vulnerable children. By making your gift today, you’ll transform the lives of children living in poverty with disability – in Jesus’ name.
Why donate a gift of securities?
Reduce Your Taxes
Donating mutual funds, stocks, and other securities means you’ll pay no tax on capital gains.
Get a Receipt
You’ll receive a charitable tax receipt for the full market value
of your gift.
Maximize Your Impact
By donating the full value of your securities, you’re changing even more lives with hope and healing!
An example of the benefits of donating stock versus selling the stock
and donating the cash to Hope and Healing International:
and donating the cash to Hope and Healing International:
The lazy fox jumps over the big red fox
Sell stock and donate proceeds
Donate stock to Hope and Healing International
Fair market value
$10,000
$10,000
Initial cost of stock
$2,000
$2,000
Capital gain (FMV less cost)
$8,000
$8,000
Taxable gain
$4,000 (50%)
$0
Tax payable on gain (43.7%*)
$1,748
$0
Charitable gift receipt
$10,000
$10,000
Tax credit (43.7%*)
$4,370
$4,370
Net tax benefit from donation
$2,622
$4,370
| Sell stock and donate proceeds | Donate stock to Hope and Healing International | |
|---|---|---|
| Fair market value | $10,000 | $10,000 |
| Initial cost of stock | $2,000 | $2,000 |
| Capital gain (FMV less cost) | $8,000 | $8,000 |
| Taxable gain | $4,000 (50%) | $0 |
| Tax payable on gain (43.7%*) | $1,748 | $0 |
| Charitable gift receipt | $10,000 | $10,000 |
| Tax credit (43.7%*) | $4,370 | $4,370 |
| Net tax benefit from donation | $2,622 | $4,370 |
* Assuming a marginal income tax rate of 43.7%. Tax rate will vary depending on income level and province/territory.
How to give a gift of securities
Talk to your financial advisor to determine which investments are best for you.
Download and complete the transfer form. Send one copy to your broker and one copy to Hope and Healing International. Your broker will initiate the transfer to our banking institution.
Once the transfer is accepted by Hope and Healing, we will issue a charitable receipt based on the closing market value of your gift.
Questions about gifts of securities?
Please contact Meagan Sheppard, Senior Manager, Partnership Development, or fill out the form below. She would be happy to speak with you.
Phone:
1.905.640.6464 x 231
Email:
[email protected]
Contact Form
* Required fields
Frequently Asked Questions
- Gifts of stock/shares take a few days
- Gifts of mutual fund units can take up to several weeks
Read about CRA’s information on Gifts of publicly traded shares and stock options.
- A stock or share, debt obligation or anything right-listed on a designated stock exchange (Canadian or foreign)
- A share of the capital stock of a mutual fund corporation
- A unit of a mutual fund trust
- An interest in a related segregated fund trust
- A prescribed debt obligation (e.g., government savings bond)