FRANÇAIS

GIFTS OF SECURITIES

what's the best way to maximize your gift?

If you have publicly traded securities (stocks, bonds, mutual funds), gifting them to the Ottawa Regional Cancer Foundation can make a huge impact.

When you make a gift of appreciated publicly traded securities, you will not pay any income tax on the capital gain triggered by the sale. This allows you to take your gift even further in helping local families facing cancer, while also maximizing your tax benefit. Please consult your own professional advisor for information specifically related to your circumstances.

To Get Started: 

You will need to advise your broker/advisor of the following:

  • The transfer of securities will be made to the Ottawa Regional Cancer Foundation.
  • The transfer is to be made in negotiable form.
  • The transfer should be made to TD Waterhouse, Private Investment Counsel.

Please complete and print the Securities Donation Form.

 

Download Form

 

Please also provide the directions above to your broker/advisor and send a copy of the form to the Ottawa Regional Cancer Foundation by fax (613-247-3526) or by email to Josee Quenneville, jquenneville@ottawacancer.ca.

**WE HAVE RECENTLY UPDATED OUR SECURITIES FORM. PLEASE DOWNLOAD THE NEW FORM.**

Fair Market Value:

The Ottawa Regional Cancer Foundation recognizes the potential volatility in daily market prices and the need to act quickly and efficiently in representing the interests in both our donors and the Ottawa Regional Cancer Foundation. The value of the gift and the resulting tax receipt will be determined by the value of the securities at the close of trading on the date received.

For Questions or More Information, Please Contact:

Josée Quenneville, Director, Leadership Gifts
613-247-3527 ext. 264, jquenneville@ottawacancer.ca