Making a gift of publicly-traded securities, such as stocks, bonds or mutual funds, can be an incredible way to make a tangible impact in our community.
Donations of securities to a registered charity are also an effective way to give, as they are not subject to costly capital gains taxes, and donors can receive a tax credit for their generous gifts.
To make a gift of securities, please follow these simple directions:
Download the form below and send it to your broker or financial advisor.
Your broker should email or fax the form to our agent, RBC Dominion Securities, and the UGM contact person. Emails and contacts are listed on the form.
Once the securities have been transferred to UGM’s brokerage account, RBC Dominion Securities will advise us in writing of the receipt of the securities and the value it was transferred in at.
We will issue and send you an official tax-deductible receipt for income tax purposes.
It is UGM’s policy that securities, once received by UGM’s broker, will be sold as soon as possible.
