Gift of Securities

Gift of Securities

Support Calgary’s most vulnerable this holiday season by donating securities or mutual funds. 

Donating securities or mutual funds is an easy and efficient way to see your donation go further and make the greatest impact. Listed securities, other than mutual funds, include stocks, bonds, bills and warrants. 

It is more tax-advantageous for you to make a gift of stock rather than cash and provides another way for you to help support vulnerable children and youth in Calgary.

You will receive a tax receipt for the fair market value of the gift. The fair market value is determined by the closing price on the day the donation was transferred to Boys & Girls Clubs of Calgary.Benefits of donating securities and mutual funds:

  1. Immediately reduce the amount of tax you pay on your income
  2. Can be carried forward if your donation amount exceeds your annual limit. You are permitted to carry forward the tax benefit for the next five (5) years.
  3. May reduce the taxes on an estate in the year of the death
Gift Of Securities
Here’s how!

Complete the FORM and return the provided Letter of Direction to your broker by Tuesday, December 20, 2016*.

Once the form is completed, your work is done!


Donate Now Through!

* Your gift must be fully processed by December 31st in order to receive a receipt for tax purposes for 2016. Please confirm with your broker that your transaction can be completed by that time to be eligible.

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