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gifts of securities

Gifts of Stocks and Securities

Great Tax Benefits to You

In 2006, the Government of Canada introduced a special tax incentive for individuals that donate appreciated publicly traded securities and stocks to Canadian registered charities. You can give a gift of publicly traded securities to The Dementia Society of Ottawa and Renfrew County and eliminate 100% of the capital gains tax.

If you own stocks or mutual funds that have grown in value, you may face a tax bill when you sell them. By donating them directly to The Dementia Society of Ottawa and Renfrew County you reduce your tax bill and make a significant gift at the same time.

Benefits to You

  • Make a Difference – Through your gift you will receive the opportunity to make a significant difference.
  • Tax Advantages – By donating your appreciated securities or mutual funds directly to The Dementia Society of Ottawa and Renfrew County you eliminate your capital gains taxes.
  • Simple and Convenient – Securities are easy to transfer. Just fill out the form below and provide it to your broker. Your broker will transfer the shares from your account to The Dementia Society of Ottawa and Renfrew County’s brokerage account. The date of your donation will be the date the securities are deposited into our brokerage account.
  • Recognition – Your gift can be honoured during your lifetime.

How does it work?

A donation receipt is issued for the fair market value of the security on the date of the transfer of the ownership of the securities to The Dementia Society of Ottawa and Renfrew County. The securities must be transferred to The Dementia Society of Ottawa and Renfrew County and not be sold by you, the donor.

The gift will not qualify for the capital gains tax elimination if the securities are sold and the cash then gifted to a charity.

To make a gift of stocks or securities to The Dementia Society of Ottawa and Renfrew County, download the following guidelines with transfer form:
Stock Donation Form

Please Seek Expert Advice

The Dementia Society of Ottawa and Renfrew County strongly recommends that you seek professional advice to ensure your financial goals are considered, your tax situation reviewed, and that your planned gift is tailored to your own circumstances. The Dementia Society of Ottawa and Renfrew County recommends that you consult your lawyer or estate planner regarding the specific wording of any gifts of stocks and securities or other type of planned gift.
For more info, please call

The Dementia Society of Ottawa and Renfrew County
613-523-4004 (toll free 888-889-6002)
donation@dsorc.org

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