Make a bigger impact by donating securities and mutual funds
A donation of securities, including stocks, bonds or mutual funds can be an efficient way to give charitably. With a donation of securities or mutual funds, capital gains tax does not apply, allowing you to give more and save on taxes at the same time.
Talk to your financial advisor to learn how you can donate shares of a publicly traded company, or contact us at 604-664-7664 or email@example.com for more information.
My wife Yvonne and I have been keen supporters of PSF for many years and often we gift securities . In this way the full value of the shares is received as a donation to the foundation while we are exempt from any tax on capital gains. – Tom and Yvonne, PSF Donors
This Canada Helps guide to donating securities and mutual funds also provides useful information.