Darkwoods, BC (Photo by Bruce Kirkby)

Darkwoods, BC (Photo by Bruce Kirkby)

Gift of Stock

A beaver carries a willow branch across the water. (Photo by Steve Hillebrand, courtesy of USFWS)

A beaver carries a willow branch across the water. (Photo by Steve Hillebrand, courtesy of USFWS)

Gifts of securities are a cost-effective opportunity to transform your assets into immediate and significant support for the Nature Conservancy of Canada (NCC). By donating stocks, mutual funds or stock options, you eliminate the capital gains tax, and you receive a charitable tax receipt for your donation. A gift of securities allows you to make a larger gift for less, while amplifying your support to protect Canada’s natural areas and the species it sustains, from coast to coast to coast.

Next Steps

  1. Contact your financial advisor to decide which of your investments would have the greatest financial and philanthropic impact.
  2. Ask your financial advisor to transfer your appreciated securities to the Nature Conservancy of Canada’s brokerage account by completing the securities transfer form:
    Download the transfer form here »
  3. If you manage your brokerage account online, please contact the financial institution to obtain the required forms or instructions for the transfer of securities to NCC’s account.
  4. You will receive a tax receipt for the full value of the gift, based on the price of the securities on the date and time they are received in NCC’s brokerage account.

Once the form is complete, please email or fax it to us so we know to expect your gift. If you have any questions, please contact us for more information.

Nature Conservancy of Canada
Toll-free: 1-877-231-3552 ext. 2

The information provided on these pages is general in nature and not intended to be a substitute for professional advice. NCC strongly recommends that you seek advice from your financial advisor to determine if the gift of stock is right for you.

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