Maximize your legacy with the gift of securities.
One of the most financially beneficial ways to support The Dementia Society is with a gift of securities.
A gift of publicly traded stocks, bonds or mutual funds in your will is a tax-efficient way for you to donate to the Dementia Society of Ottawa and Renfrew County while making a powerful legacy statement.
Your estate will be issued a charitable tax receipt from The Dementia Society for the fair market value of the shares on the date of the donation by the estate. While your estate may have income taxes to pay on the capital gain on the donated shares, the taxes payable on the capital gain may be offset by the tax savings of the donation.
Please consult a lawyer to outline your wishes to donate securities in your will. In order to leave a charitable gift in your will, it is important that you include our full legal name. And rest assured that your gift is a meaningful way to let people facing dementia in our community know you made a difference.
Our Legal Name: The Dementia Society of Ottawa and Renfrew County
Our Address: 1750 Russell Road, Suite 1742, Ottawa, ON K1G 5Z6
Our Charitable Registration Number: 11878 5013 RR0001
For your Executor to make a gift of stocks, bonds or securities to The Dementia Society of Ottawa and Renfrew County, download the following transfer form which can be included in your estate documentation.
Thank you for considering The Dementia Society of Ottawa and Renfrew County in your estate planning.
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.