Gift of Publicly Traded Securities

If you own publicly traded securities or mutual funds that have increased in value, you may want to consider donating the securities directly to Project Ploughshares.

There are significant tax advantages to donating your shares directly to Project Ploughshares rather than selling the shares and donating the proceeds.

A tax change in the 2006 federal budget means that if the shares are publicly traded on a stock exchange prescribed by Canada Revenue Agency and you donate the securities to Project Ploughshares, you will pay no tax on the capital gains.

How do I do this?

Instruct your broker to contact Matthew Pupic at Project Ploughshares 1-519-888-6541, ext. 24305 and he will give the necessary information to your broker for transfer to Project Ploughshares’ brokerage account. You will receive a tax receipt for the fair market value of the gifted securities at the end of the day on the date the securities are received in our brokerage account.

For more information…

If you would like more information about donating securities to Project Ploughshares, please complete our gift of securities notification form and return it to our office.

Spread the Word