Publicly Traded Securities

It’s easy to make a gift of publicly traded securities, mutual funds or stocks. This type of donation starts working immediately and offers you and the Foundation valuable benefits.

Advantages

• It's easy - securities can be transferred electronically
• By transferring your securities directly to the Foundation, you eliminate the capital gains tax
• You receive a charitable tax receipt for the fair market value of the stock upon transfer
• If your donation exceeds the amount eligible for a tax credit in the year your gift is made, the excess credit may be carried forward for up to five years
• Your estate will receive a charitable tax receipt for the fair market value of the stock if you leave a gift of securities to the Canadian Cystic Fibrosis Foundation in your will.

How to give a gift of securities

• Download the Gifts of  Publicly Traded Securities form.
• Fax or mail a copy of the completed form to your broker or investment advisor who will handle the transfer to the Foundation
• Contact the Foundation to complete the transfer. We will issue a charitable income tax receipt for the full market value, on the day of receipt of your gift.

For more information, call 416-485-9149 or 1-800-378-2233 ext. 288 or e-mail Manager, Annual Giving & Donor Relations.

The information provided on this Web site is general in nature and is not intended as legal or tax advice. The Canadian Cystic Fibrosis Foundation can help you realize your wish to support cystic fibrosis research and care in Canada by working with you and your financial and/or legal professional advisors.

Reviewed/updated: 2010-08-11