Musquash Estuary, NB (Photo by NCC)

Musquash Estuary, NB (Photo by NCC)

Gifts of Stock

Many donors are turning their appreciated stocks, bonds and mutual fund units into gifts for the Nature Conservancy of Canada. Thanks to a tax break introduced in the 2006 Federal Budget, individuals will be exempted from capital gains taxes, making this the least expensive way to give.

How do I make a gift of stock? It’s easy. The transfer of securities can me made electronically from your account to the Nature Conservancy of Canada’s account.

Download the NEW transfer form!

Please call our team at 1-800-465-0029 ext. 5 or email us at planned.giving@natureconservancy.ca for more information on the gift of securities transfer process.

Benefits

The following table is an example of how a gift of stock is more beneficial than selling the stock and donating the cash.

  Stock sale Stock donation
  Present value of shares

$100,000 

$100,000 

  Purchase price of shares

$20,000 

$20,000 

  Capital gain on shares

$80,000 

$80,000 

  Taxable amount of capital gain

$40,000 

$0 

  Tax payable* on capital gain

$18,000 

$0 

  Tax credit on donation

$45,000 

$45,000 

  Total tax saving

 (Tax credit only) $45,000

 (Credit plus tax saving) $63,000

*For illustration purposes we have used an average marginal tax rate of 45%.

Will I receive a tax receipt?

Donors of securities will receive a tax receipt for the income tax purposes for the full market value of the shares on the date they are received in NCC’s account. 

Supporter Spotlight

http://www.natureconservancy.ca/en/what-you-can-do/donate/Monthly_gift.html