Donate appreciated stocks, bonds, mutual funds, flow-through shares or stock options and take advantage of tax benefits.

A gift of securities is a cost-effective opportunity to transform an asset into immediate and significant support for Haven Society. By donating publicly traded securities, you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market and donate the proceeds from the sale to Haven Society.

Securities can include stocks, mutual funds, segregated funds, bonds and flow-through shares. Another option may be to exercise and donate employee stock options.

The benefits of donating securities include:

  • option of giving now or as part of your estate and will planning

  • satisfaction of seeing your gift put to good use today

  • a charitable tax receipt

  • no capital gains tax paid

  • donating part of your stock and retaining the remainder for personal use

Three simple steps

Donating a gift of appreciated securities is simple.

  1. Determine with your financial advisor which investments will make the most philanthropic and financial impact.

  2. Contact us and let us know you have made your gift.

  3. Instruct your broker to transfer your securities directly to Haven Society and complete the appropriate transfer form.

For more information about making a gift of securities, or if you have already done so please contact:

Chantal Lambert

Resource Development & Communcations Manager

250-756-2452 Ext. 239

chantal@havensociety.com