Securities and Mutual Funds
Thanks to the Federal Budget of May 2006, you no longer pay capital gains tax on gifts of publicly traded securities and mutual funds. If you own stocks or mutual funds that have grown in value and sell them, you will be required to pay tax on 50 percent of the capital gain. By donating them to the Alzheimer Society Niagara Foundation, you will eliminate paying any capital gains tax, making this one of the most cost effective ways to donate. Learn more about the benefits of donating securities at Canadahelps.org.
Donating Stocks or Securities
- Download our Stocks & Securities Donation Form to fill out and take to your broker.
- Donate securities online through our donation page at Canadahelps.org, a site dedicated to helping non-profit organizations accept secure online donations. Please note that this option deducts a fee of approximately 3 percent from your donation. A charitable tax receipt for the full amount of your donation will be sent to you directly via email from Canadahelps.org.
Last Updated: 11/08/2017