GIVE A GIFT OF SHARES (PUBLICLY LISTED SECURITIES)
Gifts of appreciated stocks, bonds, or mutual funds that have been held for more than one year can be an alternative way to giving a gift of cash.
There is no capital gains tax if you gift shares (publicly listed securities) to charity. For our donors, this is a double windfall. You will save on taxes by not having to include any of your capital gains in your taxable income, your gain will not cause a claw back on your old age security.
To donate your shares or transfer your shared electronically, please contact our office for the necessary forms.
Catholic Missions In Canada will issue you a charitable receipt for the value of your shares at closing on the day of receipt or transfer. For your tax purposes, your receipt will be clearly marked as a gift of publicly listed shares.
For more information, fill out our Gift Planning Information Request Form or contact Winnie Quinn, our Charitable Gift Planning Manager at: