Gifts of Securities

A gift of publicly listed securities can offer you enhanced tax benefits. Securities include any shares, bonds and mutual funds that are traded in an open market like a stock exchange.

A form needs to be completed by you or your broker and the securities are then transferred to the Society. This form is available from our office. Gifts must be transferred to our Investment Manager at RBC Dominion Securities. The contact person there is Terry Springer (306-777-0520). As per Canada Revenue Agency regulations, your tax receipt is based on the price of the securities at the close of market trading on the day that the securities are transferred.


Last Updated: 11/02/11