Gifts of securities are the most tax-effective way to make a donation, providing tax benefits while helping friends and neighbours in need. Gifts of appreciated assets, such as securities, are very popular and may provide you with even greater tax benefits than charitable gifts made in cash. Donations of publicly listed securities to United Way are exempt from all capital gains taxation. Please speak with your financial advisor to learn how this would work for you.
Through the donation of shares to United Way, you are able to limit the tax paid on capital gains, and receive a charitable tax receipt for the market value of your publicly traded shares.
Giving a gift of securities is easy:
Please speak with your financial advisors about the tax benefits of donating shares. For more information about Gift of Securities contact firstname.lastname@example.org