Gifts of Securities
By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation.
Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options.
Giving is simple. Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to the Sign of Hope by completing the transfer form*. And finally, let us know you have made your gift so we can share how your gift is creating hope for those in need.
Securities Donation Form 2024