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Stock & Securities

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:

Finance Team

United Way WrC

519-888-6100 | finance@uwaywrc.ca