Gifts of Publicly Traded Securities

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Gifts of Publicly Traded Securities 2016-10-26T18:37:26+00:00

By donating publicly traded securities – stocks, bonds, or mutual funds containing stocks listed on approved stock exchanges – you can receive a charitable donation receipt and avoid capital gains taxes.

How they work: Instead of selling your securities, which will trigger capital gains taxes to you, simply donate them directly to TLC.  In return, you receive tax credits based on the value of the stock donated.

Who they work for: Individuals who hold securities that have appreciated significantly since their purchase, or securities from which they wish to divest, and wish to support the work of TLC.

A Portrait of Generosity: to read one donor’s story about giving a gift of securities to TLC, click here.

To request more information on these types of gifts, please email membership@conservancy.bc.ca.

For a printable transfer form, click here.

IMPORTANT: TLC offers this information with the understanding that we do not render legal, accounting, or other specific professional advice.  We recommend that you consult your own professional advisors to design the best plan for you.