Publicly Traded Securities

Publicly traded securities, such as stocks, income trust units, bonds, mutual fund units and shares offer an advantage in making a major reduction to your taxable income.

Is gifting publicly traded securities right for me?

By gifting the stock directly to DUC, you can avoid capital gains tax and receive a tax credit for the donation.

What are the tax savings?

A tax credit will be issued for the value of the securities on the day they are sold. If your securities have appreciated in value, your tax savings may be more than the original cost of the securities.

How do I get started?

Please see our Securities Transfer Form for more information.

Start the conversation

Please contact Aaron Everingham, our national planned giving manager, or contact your financial or retirement advisor.