STOCKS & SECURITIES
Have You Considered Making a Gift
of Listed Securities?
Do you have securities (stocks, bonds or mutual funds) that have increased in value significantly since you purchased them? Did you know that charitable gifts of listed securities are exempt from capital gains tax?
When selling or cashing in securities you are taxed on 50% of the capital gain. If, however, you choose to transfer (donate) the securities to a charity, like the University of Ottawa Heart Institute Foundation, you are exempt from paying capital gains and receive a charitable tax receipt for the fair market value of the securities.
The charitable tax receipt can then be used to offset your taxes.
Is a gift of Listed Securities right for you? Learn more
Are you ready to make a gift of Listed Securities? Download our transfer forms for more information and step-by-step instructions.
Would you like to learn more?
Your financial advisor can help you decide what is right for you.
If you need assistance or have questions, please contact Selva Trebert-Sharman
613 696 7251 or strebert@ottawaheart.ca
613 696 7251 or strebert@ottawaheart.ca
All conversations are confidential.
