Supporting your community doesn’t have to be taxing!
Securities are one of the most tax-efficient ways to support the causes you are passionate about.
Gifting securities like stocks, bonds, or mutual funds to The Winnipeg Foundation can be as easy as gifting cash, and can reduce your bill come tax time.
When you donate publicly listed securities directly to The Winnipeg Foundation, you receive an immediate tax receipt for the fair market value of your shares.
The Winnipeg Foundation pays zero tax on the sale of donated shares, so you can be sure the cause(s) you care about receive the full support of your donation. Your receipt is based on the market value price of the shares on the date of transfer.
Exploring tax savings
What is a publicly traded security?
- Shares, debt obligations and rights (for example, stock options) listed on a designated stock exchange.
- Shares of the capital stock of a Canadian public mutual fund corporation
- Units of widely held Canadian mutual fund trusts
- Interests in segregated fund trusts
- Prescribed debt obligations (for example, government savings bonds)
The Winnipeg Foundation can also work with you on a strategy on gifts of private shares.
How it works
Listed securities are not subject to capital gains tax when they are donated directly to a registered charity (including The Foundation) without being sold first.
The donor receives a tax receipt for the fair market value of the security when the security is received by The Foundation. The registered charity pays no tax on the sale of the securities. Your receipt value is based on the closing share price on the date of transfer.
Make the most of your generosity!
Giftabulator® allows you to try different giving scenarios providing you with the opportunity to tailor your giving to your situation. It will also provide resources you can share with your financial advisor when you are discussing your giving options.
Please complete our securities transfer form with your broker and ensure The Foundation receives a copy.
- Securities transfer form [PDF]
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 email communitygenerosity@nullwpgfdn.org.