A Gift Of Securities

Giving securities can provide real tax benefits.

The Canada Revenue Agency does not apply a capital gains tax on publicly traded securities (stocks, bonds, and units of a mutual fund trust) when they are donated directly to a registered charity.

When you donate your securities directly to the Alzheimer Society of Calgary, the capital gains are not subject to tax, and you will receive a tax receipt equal to the closing price of the securities on the date of transfer.

Click here to download a donation of securities instructions form.

For more information about how to make a donation of securities, please call 403-290-0110.

 

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