Gifts of Securities
Donate stocks, bonds or mutual funds and take advantage of tax benefits.
The most tax-effective way
to make a donation.
A gift of securities maximizes the impact of your contribution because more money goes to where it is needed the most. United Way has the experience and expertise to ensure your gift will have the greatest impact.
A gift of securities can include:
- Shares, bonds, warrants and options, if listed on a prescribed exchange
- Widely held mutual fund shares/units and segregated fund units
- Prescribed debt obligations
While tax incentives are not the only reason to give, they are an important factor to consider. A gift of securities is the most tax-effective way to donate. As of 2006, gifts of securities receive the full tax credit and are not subject to capital gains tax.
Putting my trust in the right hands
“My passion for supporting United Way began when I saw firsthand the difference it made in the lives of students. As an educator, I witnessed how teens often needed many kinds of support to navigate their challenges. United Way funded the agencies and programs that met those needs, whether it was counselling or an anger management program, these services truly supported “my kids.” That’s when I pledged to stand behind the organization that stood beside them. When I retired, it was only natural to continue my involvement by volunteering and becoming a leadership donor. I know just how great the needs are in our community, needs that often go unseen by the public, and I trust United Way to put every gift to meaningful use.”
– Laurie
Longtime United Way donor and volunteer
Please help us handle and acknowledge your gift appropriately see this attached document. Notification of Gift of Securities Form.
If you have any questions please see our Gift of Securities FAQ’s.
For further information on donating, please contact:
Sheila Daniel
Major Gift Officer
sdaniel@unitedwayem.ca
519-701-6422