Gifts of Securities
By donating publicly traded securities, you can avoid the capital gains tax that you would have to pay if you sold the securities and then donated the proceeds. We will issue a charitable tax receipt for your donation of securities. Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares and employee stock options. You can give now or as part of your estate and will planning.
Consult your financial advisor to decide which securities make the most sense for you to donate. Then ask your broker to transfer your securities to Habitat for Humanity Edmonton by completing the securities transfer form. And finally, get in touch and let us know you have made your gift so that we can show our appreciation.
We’re here to help! To discuss a gift of securities, or if you have questions, please contact us.