Stocks, Bonds and Mutual Securities as Gifts

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Do you have stocks, bonds or mutual funds that have increased significantly in value since you purchased them? If you sell the securities and keep the cash from the sale, you will be taxed on 50 per cent of the capital gain.

However, if you donate the securities to a public foundation like the University of Ottawa Heart Institute Foundation, you will not pay any capital gains tax! You will also receive a charitable tax receipt for the fair market value of the securities. You may claim your charitable tax credit over six years, including the year the gift was made.


Here are the following forms of gifts to accrue immediate tax relief while guaranteeing life-saving resources to the Heart Institute:

Appreciated Securities

Charitable Trust

Fill out the required forms for Mutual Fund Transfer Request and Security Transfer Request and contact 

David Bennet
Finance Officer
613-696-7264
Email