Donating publicly traded securities (shares or mutual funds) to CCPA offers you a tax-smart way of making a gift.
When you transfer the securities in-kind to CCPA:
- Your donation is exempt from capital gains tax
- You will receive a charitable receipt for the full market value of the donated security.
If you are interested in donating securities to CCPA, please initiate the donation with your broker and forward a completed and signed copy of our Gift of Securities form to your Investment Advisor/brokerage institution. Your Investment Advisor/brokerage institution will arrange for the electronic transfer of shares to the CCPA’s broker.
For more information about donating securities, please contact Katie Loftus, Development Officer (National Office) at 613-563-1341 ext. 318, toll-free at 1-844-563-1341, or [email protected].