Donate securities

Gifts of securities are the perfect way for those who would like to make a more significant donation during their lifetime, or who wish to leave a bequest in their will.  

A gift of securities will allow you to make a big impact, while also providing you a tax benefit.  

A gift of securities is often of interest to individuals who have appreciated securities and would like to make a more significant donation during their lifetime or who intend to leave a bequest to Breakthrough T1D. Current tax rules make it very attractive to donate gifts of publicly traded securities to charities. Federal legislation now exempts appreciated securities from capital gains tax if they are donated directly to a charity. This includes gifts of stocks, bonds and mutual funds. 

Gifts of securities are an appealing option for:

• Investors of any age who have appreciated securities and wish to make a gift to Breakthrough T1D Canada. 
• Donors who wish to simplify their affairs by divesting themselves of some of their holdings. 
• Donors who intend to make a bequest to Breakthrough T1D Canada and are interested in advancing their legacy through a gift of securities. 
• Estates which are liquidating assets, as a gift of securities has more advantageous tax implications than a gift of cash. 

The Benefits: 

• A gift of securities will allow you to amplify the impact of your gift.
• Completely eliminate your capital gains tax.
• Receive a charitable tax receipt for the full market value of your donated securities.
• Get tax benefits for your estate for gifts of securities in your Will.

Download transfer form

To learn more, please contact:

Alan Burvill
Chief Financial Officer
Phone: 647.789.2007
Toll-free: 1.877.287.3533
Email: finance@breakthroughT1D.ca
Charitable Number: 11897 6604 RR0001