Supporting your community doesn’t have to be taxing!
Every day, The Winnipeg Foundation works with donors and their financial advisors to make tax efficient gifts that provide meaningful support.
Is there a Cause or charity that is near and dear to your heart? Donating gifts of securities (including stocks, mutual funds and bonds) is a great way to support your community and reduce your tax bill. When you transfer securities to The Winnipeg Foundation, you receive an immediate tax receipt and eliminate capital gains tax.
Please speak with your financial or tax advisor to see if this is the best option for you.
We would be pleased to work with you and your advisors to ensure smooth transfer of your publicly listed securities and prompt delivery of your charitable tax receipt.
Please complete our securities transfer form with your broker and ensure The Foundation receives a copy.
- Securities transfer form [PDF]
How it works
What is a listed security?
How can you give listed securities to The Foundation?
Benefits to you as a donor
Please consult with your professional advisors and your family when planning your gift to ensure this is the best option for you. The purpose of this web page is to provide general information, not to render legal or financial advice.
For more information about making a charitable gift of securities, please contact us at 204-944-9474 (toll-free 1-877-974-3631) or by email.