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Gift of Securities

Donating securities is one way you can help to change lives and shape our community’s future. Changes to federal tax regulations make this type of giving more beneficial than ever.

Under federal tax changes effective June 2006, you can donate appreciated securities without paying any capital gains tax. In addition, you receive a tax receipt for the full value of the shares. Previously, donors paid capital gains tax on 25 per cent of the gain. While tax incentives are not the only reason to give, they are an important consideration.

What gifts are eligable?

Eligible stocks and securities include publicly traded stocks, bonds, bills, warrants, futures, units in mutual trust funds and shares acquired through employee stock options.

How can you give?

To learn more about project s.t.e.p. and the many giving options available to you, please contact
Michael Poliwoda at 613-228-6734, e-mail mpoliwoda@unitedwayottawa.ca.