Gifts of Stock
A beaver carries a willow branch across the water. (Photo by Steve Hillebrand, courtesy of USFWS)
Donating appreciated securities is simple, cost-effective and the most tax-efficient way to make a charitable gift today or through your estate.
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.
Please contact us at 1-800-465-0029 or firstname.lastname@example.org for more information on the transfer process.
Benefits of donating appreciated securities
- By donating the stock directly to the Nature Conservancy of Canada without cashing it in, you eliminate your capital gains tax bill. You can use prescribed bonds, units of mutual funds, exchange traded funds (ETFs), shares, warrants, bills and futures that are listed on the stock exchange.
- You will also receive a tax receipt for the fair market value of the stock, which will help offset your income taxes.
- Securities are easy to transfer. Your broker simply transfers the shares from your account to our brokerage account
Gifts of stock options
Gifts of stock options are a cost-effective opportunity to transform an employee benefit into significant support for conservation.
- You can exercise the option, sell the shares and donate the proceeds within 30 days and in the same year of the exercise.
- You can use the “cash-less exercise” without the need to pay upfront for the shares. You instruct your employer’s broker to exercise your stock options, sell the number of shares needed for the option and transfer the residual shares in-kind to the Nature Conservancy of Canada.
Benefits of donating stock options
- Eliminate the tax on employment benefits.
- You will receive a charitable tax credit.
The information provided on these pages is general in nature and not intended to be a substitute for professional advice. NCC strongly suggests that before making any decision concerning your estate and your charitable donations, you seek advice from your lawyer and financial advisor.