Donate publicly listed stock to Seasons Centre for Grieving Children and you eliminate any tax on the capital gain. This means you can support families while saving on taxes.
Follow these four steps to help you quickly and easily donate your Gift of Securities to Seasons Centre.
- Download and complete the Gift of Marketable Securities document, which will help your broker initiate the electronic transfer of securities. If you have any questions about completing the form, please call 705.721.5437 ext. 100 or email firstname.lastname@example.org
- Fax or send the completed transfer form to your broker or investment advisor who will initiate, and be responsible for the transfer.
- Please notify Seasons Centre by emailing a scanned copy of the form to email@example.com or dropping a copy of the completed form to the Centre c/o Rowley Ramey at 38 McDonald Street, Barrie ON. L4M 1P1. This will help us to ensure that the transfer is received by our broker and that we are able to issue your donation receipt and provide appropriate recognition for your generous donation
- You will be issued a charitable receipt based on the closing price on the date when the shares are transferred to Season Center’s Scotiabank iTrade account. (Note: Shares are considered legally transferred only when delivery is confirmed by our custodial agent. It is the Centre’s policy that all shares be sold as soon as possible after they have been received.
Thank you for making a gift of securities to Seasons Centre for Grieving Children.