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Donating Stocks & Securities

 Funding a charitable gift with appreciated securities (publicly listed stocks, mutual fund units, segregated funds) is often a better option for making a gift than writing a cheque, because the capital gain in a gift of qualifying securities is now completely exempt from taxation. If you make an in-kind donation of securities to Inclusion Saskatchewan, your taxable gains will be 100% eliminated and you will receive a charitable tax receipt for the full value of the gift.

 

*If you would like to manage this donation through your broker, please download our

Gift of Securities Intention Form, then contact your broker to initiate a transfer of securities.

 

For more information, please contact:

Connie Andersen

Director of Community Development

(306) 955-3344 ext. 126

ConnieA@inclusionsk.com