Gifts of Publicly Trade Securities and Mutual Funds
Donating appreciated stocks or mutual funds is the most tax-effective way to make an outright gift during your lifetime or as part of a legacy gift.
Current legislation in Canada has eliminated capital gain tax on gifts of publicly traded securities, mutual funds and bonds to registered charities. A charitable tax receipt will be issued for the fair market value of the securities. No capital gains tax owing if gifted to a public charity.
For more information or to arrange a meeting to discuss your intentions, please contact Wendy Toyer at 1.800.708.2257 ext. 222 or email email@example.com.
Legal Name: Amyotrophic Lateral Sclerosis Society of British Columbia
Charitable Registration #: 10670 8985 RR0001
ALS Society of BC
1233 – 13351 Commerce Parkway Richmond, BC V6V 2X7
Phone – 604.278.2257 Toll Free: 1.800.708.3228 Fax – 604.278.4257
Disclaimer: The information contained herein is general in nature and is not intended to constitute legal or tax advice. Since each individual’s financial circumstances are unique, you are advised to consult with a qualified professional advisor.