Securities

A gift of publicly traded securities lets you make a generous donation to the Foundation, while benefiting from significant tax advantages.

Tax advantages
Publicly traded securities that are transferred directly to a charitable organization may be, depending on your fiscal situation, completely or partially exempt from capital gains tax. In addition, the donor receives a tax receipt for the value of the securities at the time of the gift. It is therefore more beneficial to transfer securities directly to the Foundation than to sell them and then make a monetary donation. If you hold securities with significant unrealized gains.

Helpful information
By making a gift of shares whose value has greatly appreciated, you can give more to the Foundation without increasing the amount of your disbursement.

If you own a holding company, consider making a gift through this channel.