Please note: Our Donation Form for Gifts of Securities has new contact information and is updated as of January 9, 2025. All previous versions will now be invalid.
Making a gift of securities is one of the most cost-effective ways to make a gift to your community. It works at all levels of giving and whether you give securities now, during your lifetime or in the future through your will, the tax benefit is the same. Qualifying publicly listed securities include shares, bonds, warrants, options listed on a prescribed stock exchange, mutual fund shares/units and segregated fund units.
When publicly listed securities are donated to the Victoria Foundation, the tax on the capital gain is eliminated. To take advantage of the tax savings benefit, the donor must transfer the securities “as is” – either through an electronic transfer from the donor’s brokerage account to the foundation’s brokerage account, or in the form of a share certificate in the donor’s name delivered to the foundation.
We will work with you and your advisors to ensure the transfer is smooth and your donation receipt is delivered to you. Simply complete the step-by-step instructions on our Donation Form for Gifts of Securities and send a copy to your broker and to the Victoria Foundation. We will look after the rest.
You will receive a donation receipt for the fair market value of the securities based on the closing price on the date the securities are received into the foundation’s account.
If you have share certificates, please call us to arrange for delivery of the certificates. Since a signed certificate is negotiable, please wait to sign it until you have met with us and are ready to transfer your shares to the foundation. We will arrange for your signature to be guaranteed and for the receipt to be issued to you.