Donations of publicly listed securities to United Way are exempt from all capital gains taxation.

By donating publicly traded shares to United Way, you will not pay the capital gains tax normally associated with such a sale. This means that you receive a tax receipt for the full value of the shares, but are NOT taxed on any gain. Donors of securities therefore do not need to take any capital gain into income.

Your charitable receipt will reflect the closing price of the shares on the date they are received in United Way’s brokerage account.

Note: Actual shares must be transferred to United Way. If shares are sold and then the proceeds donated to United Way, the enhanced tax benefits do not apply.

To assist donors, United Way has made making a gift of securities a simple two-step process.

1. Complete the Securities Transfer Form

CIBC Gift of Securities form
RBC Gift of Securities form

2. Your broker will transfer your securities to United Way’s brokerage account and advise the United Way of the transaction.

Contact the United Way office, 613-542-2674 or email uway@unitedwaykfla.ca for more information.