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Gifts of Securities 2017-05-28T18:49:51+00:00

A gift of securities maximizes the impact of your contribution because more money goes to where it is needed the most. United Way has the experience and expertise to ensure your gift will have the greatest impact.

Advantages of Giving Gifts of Securities

  • It is the most tax-effective way to donate, because it removes the taxation of capital gains.
  • You will receive a tax receipt for the market value of your donation.
  • The tax efficiencies of gifts of publicly traded securities may allow you to give more than you might have thought possible.
  • Transfers may be made at any time, including in your Will.
  • Charities pay no tax on the sale of donated securities.
  • Please seek advice from your financial advisor on donation of flow-through shares.

Options for Giving

A gift of securities must have value of $1000 or greater and can include:

  • Shares, bonds, warrants and options, if listed on a prescribed exchange
  • Widely held mutual fund shares/units and segregated fund units
  • Prescribed debt obligations

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