Eligible securities may include publicly traded shares, bonds, mutual fund units and exchange-traded funds (ETFs).
GIFT OF SECURITIES
Make your gift go even further. By donating securities, you can support cancer research while benefiting from valuable tax advantages. Discover how to maximize the impact of your contribution.
How Can You Maximize the Impact of Your Gift?
There are several tax-efficient ways to support cancer research. Whether you make your gift personally or through a holding company, donating securities directly, such as stocks, bonds, or mutual fund units, can increase the impact of your contribution while providing valuable tax benefits, including an exemption from capital gains tax on eligible securities.
You will also receive a tax receipt for the fair market value of the securities at the time of the donation, which can make your contribution even more advantageous than a cash gift.
Where Do I Start?
Here are the steps to follow:
Speak with your financial advisor, if needed.
This step is optional. You can complete our form to let your advisor know that you are interested in making a gift of securities. They can then help you explore this option and determine whether it is right for your situation.
Notify My Advisor
Download and complete the transfer form.
It contains all the information required to make your gift. Then, follow the instructions provided to complete the transfer of your securities.
Download the Securities Transfer Form
Why Make a Gift of Securities?
Give More Without Necessarily Paying More
By donating securities directly to the Cancer Research Society, you may reduce the tax payable on capital gains and receive a tax receipt for the value of your gift. These tax savings may allow you to contribute even more to cancer research.
Support Cancer Research
Your gift helps fund promising research projects that advance cancer prevention, detection and treatment.
Make a Gift That Aligns with Your Goals
Depending on your circumstances, a gift of securities can support your philanthropic, financial and tax-planning goals.
Frequently Asked Questions
What Types of Securities Can I Donate?
Can I Make a Gift Through My Holding Company?
Yes. A gift of securities can be made through a management company or holding company. Depending on your circumstances, this option may provide tax benefits. We recommend consulting your financial or tax advisor.
How Much Will My Tax Receipt Be Worth?
Your tax receipt will reflect the fair market value of the securities at the time they are received by the Cancer Research Society.
Can I Direct My Gift to a Specific Type of Cancer or Research Project?
In some cases, your gift may be designated to a specific area of research or project. Please contact our team to discuss the available options.
Will My Gift Remain Confidential?
Yes. The Cancer Research Society handles all personal and financial information related to your gift with the utmost confidentiality.
Need More Information?
For any questions about donating securities to the CRS, or to let us know about an upcoming transfer, you can contact our Major and Planned Gifts Manager or consult the documentation.
Mazen Boustani
Manager, Major and Planned Gifts
Phone: 514-861-9227, ext. 248
Email: mboustani@src-crs.ca