Make Your Gift of Securities Today
The Dementia Society welcomes gifts in the form of securities.
A gift of publicly-traded stocks, bonds or mutual funds is a tax efficient way for you to donate to The Dementia Society of Ottawa and Renfrew County. The Government of Canada offers a special tax incentive for individuals that donate appreciated publicly-traded securities and stocks to Canadian registered charities. Your gift of publicly-traded securities to Canadian registered charities, such as The Dementia Society, is fully exempt of capital gains tax.
How to Gift Securities
By instructing your broker to transfer your shares to The Dementia Society, you will be issued a charitable receipt from The Dementia Society for the fair market value of the shares on the date the donated shares are deposited to The Dementia Society’s account.
The securities must be transferred “in-kind” to The Dementia Society and not be sold by the donor.
Why transferring and donating shares makes good sense.
Learn more about the benefits of donating publicly-traded securities—like stocks, bonds and mutual fund shares—in this brief webinar. Richardson Wealth Portfolio Manager and Investment Advisor, Kelly Milne has worked with The Dementia Society for over ten years advising The Society and helping donors to support The Dementia Society.
In the on-demand webinar below, you will learn:
- Why people give to charity.
- What investments qualify for donations to a registered Canadian charity.
- How to realize greater tax savings by transferring and donating securities.
- How you can receive a tax credit from The Dementia Society for up to 53% of your donation.
- How simple it is to donate publicly-traded securities to The Dementia Society.
To make a gift of stocks or securities to The Dementia Society of Ottawa and Renfrew County, download and complete the following transfer form, and forward your instructions to The Dementia Society’s broker of record listed on the form.
And be assured that your gift is a meaningful way to let people facing dementia in our community know you want to make a difference.
**** While we are not able to provide legal or accounting advice to individuals who are contemplating a charitable gift in their will, we welcome an opportunity to discuss your intentions and to provide additional information about The Dementia Society. ****