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Donate publicly traded securities

A gift of public securities such as stocks, bonds or mutual funds, can be a tax efficient way to make a gift to the Alzheimer Society of B.C. You will pay no tax on the capital gain but still receive a donation receipt for the fair market value of the securities.

The special tax advantage from a gift of public securities applies whether you give them now, during your lifetime or later, through a gift in your Will.

Transferring your securities to the Alzheimer Society of B.C. is easy. Simply complete our Securities Gift Form. Make sure you send the Alzheimer Society of B.C. a copy so we can ensure the transfer goes smoothly.

Note: The information on this page can help facilitate discussions between you and your investment advisor. It is not intended as legal or tax advice. We encourage you to seek advice from a qualified professional.

For more information, contact:

Lauren Weisler
Development Officer
Phone: 604-742-4932
Toll Free: 1-800-667-3742
lweisler@alzheimerbc.org



Last Updated: 06/23/16
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