Make a Gift of Securities

Consider the possibilities…

Current Canadian tax rules make it advantageous to gift the following types of publicly-listed securities to charities like United Way of Winnipeg:

    • Shares, debt obligations and rights listed on designated stock exchanges
    • Shares of the capital stock of a Canadian public mutual fund corporation
    • Units of widely held Canadian mutual fund trusts
    • Interests in related segregated fund trusts
    • Prescribed debt obligations

There are several benefits to donating appreciated securities:

    • Your donation is exempt from the capital gains tax that typically applies to the sale of a security
    • You receive a tax receipt for the fair market value of the donation in the amount of the closing trading price on the day United Way receives the security
    • Transfers may be made at any time, including in your Will
    • Charities pay no tax on the sale of donated securities

United Way is here to help

To learn more about giving a gift of securities, contact our Planned Giving Manager, Gwenda Templeton (204-924-4235 or gtempleton@unitedwaywinnipeg.mb.ca).

Click here to download a form that will help you make your gift of securities.