Thank you for considering giving CHEER, CAPE’s charitable wing*, a gift of stocks, bonds, mutual funds, or other securities. We recommend you first speak with your Financial Advisor to determine the best course of action for any charitable gifts of stock or other securities.
To make your gift of securities…
- Complete our Gift of Securities Transfer Form
- Email your completed form to our Fundraising Director Vera Krutzler at email@example.com
- Instruct your broker to transfer the securities to CHEER’s account. Our account information can be found on the Gift of Securities Transfer Form.
Once we have received your gift of securities we will send you a tax receipt for the full market value of the securities at the closing price on the day they were received by CHEER.
If you have any questions, please contact Vera Krutzler at (416) 306-2273 ext. 3 or firstname.lastname@example.org
Why give a gift of securities?
When you give us a gift of securities, the tax rate of capital gains is only 25%. This is an excellent and financially responsible way to support a cause you believe in.
Here is an example of how this sort of gift will work, showing the tax credit of publicly traded securities that originally cost $1000 and are now valued at $2000:
Above chart courtesy of Environmental Defence.
Please contact us for further information:
Vera Krutzler, Fundraising Director
Downloadable Transfer form:
Gift of Securities Transfer Form
Please note: in order to receive these tax benefits for your gift, your donation must go to CAPE’s charitable wing, CHEER.