A gift of securities or shares of a mutual fund are the most efficient way to make a charitable donation. When donating securities or shares of a mutual fund the capital gains tax does not apply, allowing you to give more and avoid paying capital gains taxes.
A gift of securities can include:
- Shares, bonds, warrants and options, if listed on a prescribed exchange
- Widely held mutual fund shares/units and segregated fund units
To learn more about donating securities or shares of a mutual fund please contact:
United Way WrC
519-888-6100 | firstname.lastname@example.org
At United Way we fund a network of Agencies helping people meet their basic needs, access mental health supports, and reduce social isolation.