Stocks, Shares & SecuritiesA donation of publicly-listed stocks, shares or securities is one of the easiest and most effective ways of supporting Canadian Feed The Children. Whether the gift is made during one’s lifetime or as part of a Will, substantial tax benefits are available.
BenefitsEasy handling – Stocks, shares and securities can be transferred electronically. Eliminate taxable capital gains – When you donate stocks and shares directly to CFTC, your taxable capital gains are eliminated. Carry forward excess credit – Excess credit may be carried forward for up to five years if your donation exceeds the amount eligible for a tax credit in the year your donation is made. Tax benefits for your estate – If you leave shares, stocks or securities to Canadian Feed The Children through your Will, your estate will receive the same tax benefits.
How it worksThe most effective way to donate securities to Canadian Feed The Children is to transfer the shares electronically from your brokerage account. Download, complete and send a copy of the Transfer Form to Canadian Feed The Children so we can acknowledge and receipt your gift.
We strongly recommend you consult your own lawyer or other professional advisor about the applicability to your situation.
A Guide to Donating Stocks & SharesLearn how to donate stocks, shares & securities including tax benefits.
Will & Estate Planning Consultation
Colleen Bradley Estate Planning Consultant
Please note that these services are not intended to replace professional advice from a lawyer or investment advisor.
Contact UsFor more information about donating stocks, shares & securities, or to book a free 30-minute session with our Estate Planning expert, please contact Cheryl Weldon at:
- 1-800-387-1221 or 416-757-1220
- [email protected]