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GIFT OF SECURITIES

By making a gift of securities, you’re taking a stand for our planet’s future.

Saving the Planet Is Now Less Taxing!

By making a gift of securities, you’re taking a stand for our planet’s future. Donating publicly traded securities is more tax-advantageous for you and provides another way for you to invest in conservation. Gifts of securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and Will planning.

© Pete Ewins High Park in Toronto

How to Give a Gift of Stock or Securities

The easiest way to make a gift of stock is to have the shares electronically transferred from your account to WWF-Canada’s account. You’ll receive a charitable tax receipt for the fully appreciated value of the donation and will no longer pay any capital gains tax. The receipt value will be for the closing trading price on the day that the shares are received in WWF-Canada’s account.

Become a steward of nature through your gift of securities today. Contact your financial advisor for more information on the best philanthropic choice for you. Your broker can transfer your securities to WWF-Canada by completing this form and returning it to WWF-Canada.

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Have Questions? We’re Here to Help.

 

Margot Johnson

Senior Manager, Legacy Giving

[email protected]
1-800-267-2632
(647) 264-7165

Tax Advantages of Giving in Securities

The chart below shows the tax advantage of donating the shares directly to WWF-Canada vs. selling shares and donating the cash proceeds.

Fair market value
Cost basis
Capital gain
Taxable gain
Tax credit (assuming 25%)
Tax on gain (at 50%)
Tax savings
Sell Share and Donate Cash
$10,000
$2,000
$8,000
$4,000 (50%)
$2,500
$2,000
$500
Donate Share Directly
$10,000
$2,000
$8,000
$0 (0%)
$2,500
$0
$2,500
Sell Share and Donate Cash
Donate Share Directly
Fair market value
$10,000
$10,000
Cost basis
$2,000
$2,000
Capital gain
$8,000
$8,000
Taxable gain
$4,000 (50%)
$0 (0%)
Tax credit (assuming 25%)
$2,500
$2,500
Tax on gain (at 50%)
$2,000
$0
Tax savings
$500
$2,500