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:

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