Donate Securities
Donate Securities to the Fort Edmonton Foundation
Donating securities, like stocks, mutual funds, or employee stock options, is one of the easiest ways to take advantage of tax benefits and maximize your support to the Fort Edmonton Foundation. A gift of securities is a tax efficient way to give as it entitles you to a donation receipt for the full market value (resale) of your contribution.
Your gift will result in a non-refundable tax credit that will reduce your income taxes. You can use it in the year of your gift or carry it forward for up to five additional years.
You pay no capital gains tax on the appreciated value (increased price) of your securities. You will maximize the return on your investment, and protect the tax credits for use against other taxable income.
How to Donate Securities to the Fort Edmonton Foundation
There are two ways you can easily donate securities to the Fort Edmonton Foundation.
- Talk to your financial advisor who can give you guidance on which types of securities make the most financial sense for you to give. They can then help you transfer your securities to the Fort Edmonton Foundation by completing the appropriate transfer form.
- Donate your securities online by clicking the ‘Donate Today’ button below and filling out the form. You’ll receive the charitable tax receipt for the market value on the date the security is received by our broker.
To learn more, please contact:
Lori Farquharson
Executive Director
(780) 496-6978
Email
