A Smart Way to Give: Securities
Make a lasting impact on the lives of young adults experiencing mental health challenges!
A gift of publicly traded securities is an advantageous way to give compared to a standard cash gift. Making a gift of securities to Stella’s Place can eliminate your capital gains tax which you would otherwise incur if you sold the securities yourself and donate the cash proceeds.
You may also leave a gift of securities in your will. Securities gifted in a will are not subject to the capital gains tax which may lessen the tax burden for your estate and your heirs.
To make a gift of securities:
- Consult with your financial advisor to determine how gifting securities can meet your philanthropic goals to support young adult mental health services at Stella’s Place.
2. Download and complete the Gift of Securities Form which provides instructions for your broker.
3. Email or mail the completed form to:
Catherine Dyer, Director of Development
18 Camden Street, Toronto ON M5V1V1