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Donate Stocks & Securities

A tax-smart way to give—and make a bigger impact.

Donating publicly traded securities – such as stocks, bonds, mutual funds and similar investments - is one of the most efficient ways to support United Way Centraide Canada. When you donate securities directly, you eliminate the capital gains tax you would pay if you sold them first, which means your gift goes further.

Benefits of Donating Securities
  • Maximize your impact: The full value of your donation goes toward supporting communities across Canada.

  • Receive a charitable tax receipt: You’ll receive a receipt for the fair market value of the securities at the time of transfer.

  • Reduce capital gains tax: Donating directly may help you avoid paying tax on capital gains.

Getting Started

If you're considering a gift of securities, we recommend with your financial advisor to determine what’s best for your financial goals and charitable intentions. Once you are ready to make your gift, please complete our Notification of Securities Transfer form to begin the process of making your donation. 

 

Questions?

 Important Note

United Way Centraide Canada is not able to provide personalized financial, tax or legal advice. We recommend you consult with your financial advisor before initiating a gift of securities. Your advisor can help you understand the tax implications and ensure the transfer aligns with your overall giving strategy.

United Way Centraide Canada also reserves the right the evaluate, accept or decline gifts based on our gift acceptance policy.

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