Gifts of Securities
A gift of securities goes a long way. By taking advantage of new tax laws, Canadians can now transfer publicly traded securities to registered charities and avoid paying capital gains tax.
See our Gift of Securities illustration to learn how it works.
A gift of securities means that the donor no longer has to pay 50% of the inclusion rate on capital gains, so more money can go directly to charitable organizations like the YWCA.
Transferring your securities to YWCA Vancouver is easy. We are happy to provide step-by-step instructions and a securities transfer form that you can use to instruct your broker to make the transfer. Securities transfer form
Our RBC Dominion Securities broker will advise the YWCA upon receipt of the securities and calculate the average selling price between opening and closing on the day the securities were received into our account. You will receive a charitable gift receipt for the amount of your gift using the average selling price, as approved by Canada Revenue Agency.
If your securities are held in certificate form, you will need to mail or deliver the stock certificate to YWCA Vancouver, along with a signed power of attorney form that will allow the YWCA to sell your securities upon receipt. Power of attorney form
Please note that the stock certificate and signed power of attorney form should not be mailed together.
It is the policy of YWCA Vancouver to sell donated securities immediately upon receipt to protect this gift against any price fluctuations. Read our Board approved Investment Policy.
More donors are choosing to make gifts of securities to YWCA Vancouver. Read more about donors whose gifts made a lasting impact on the lives of women and children.
For more information about gifts of securities, contact:
Celia Campos
Manager, Fund Development
YWCA Vancouver
535 Hornby Street
Vancouver, BC V6C 2E8
tel 604 895 5810
fax 604 681 9171
ccampos@ywcavan.org
Note: All information on this page is of a general nature only and should not be considered a definitive analysis of tax law nor a substitute for professional advice.
