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Gift of Securities
Gift of Securities
Transform lives today with a Gift of Securities
Giving a gift of appreciated securities means you’ll be giving hope and healing to children living in poverty with disability.
By donating mutual funds, stocks and other securities, you will save on taxes while giving more generous gifts. And greater gifts mean more life-changing support for children, families and communities caught in the cycle of poverty and disability.
You’ll receive a tax receipt for the full market value of your gift and will pay no taxes on capital gains.
Transform lives today!
How to give a gift of securities
Download the form or call 1.800.567.2264 ext. 250. Someone from our finance team would be happy to answer your questions.
Send one copy to your broker.
Send one copy to Hope and Healing International.
Mail:
Finance Department
1600 16th Ave, Unit 1
Richmond Hill, ON, L4B 4N6
Scan and Email: [email protected]
Your broker will initiate the transfer to our banking institution.
Transfer will be accepted by Hope and Healing. Give by December 18th, and your gift will be receipted for this tax year.
Hope and Healing will contact you with the closing value for your tax receipt.
Frequently Asked Questions
- 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)
Read about CRA’s information on Gifts of publicly traded shares and stock options.
- Gifts of stock/shares take a few days
- Gifts of mutual fund units can take up to several weeks
- Give before December 18th to reduce your income tax