Gift of Stocks & Securities
Benefit from an eliminated capital gains tax by donating shares of a publicly-traded security or mutual fund. Upon request, your financial advisor can transfer specific securities directly to Crohn’s and Colitis Canada. You can donate shares today, or your estate can donate future shares as directed in your will.
When you make a gift of securities to Crohn’s and Colitis Canada, you’re helping in a way that has immediate impact. By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation.
Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and will planning.
Giving is simple. Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to the Crohn’s and Colitis Canada by completing the appropriate transfer form. And finally, get in touch and let us know you have made your gift so that we can show our appreciation.
What are my next steps?
- Fill out the Securities Transfer Form from Crohn’s and Colitis Canada, either by calling us at 1-800-387-1479 or by e-mailing firstname.lastname@example.org
- Fill out your form, fax or scan/e-mail it to your financial advisor and Crohn’s and Colitis Canada.
- Confirm the details of your gift with your financial advisor.
- Crohn’s and Colitis Canada will issue you a charitable tax receipt for the closing value of the shares on the date of transfer.
Securities Transfer form
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