Gifts of Stocks & Securities

A tax‑efficient way to shape the future of our community.

Gifts of publicly traded stocks and securities can be a powerful way to create long‑term community impact while planning for the future. By including securities as part of your estate or legacy plans, you can support people and families across Perth and Huron Counties for generations to come.

How it works

Stocks and securities can be gifted through your estate by naming United Way Perth‑Huron as a beneficiary or by directing that securities be donated as part of your estate settlement. In many cases, gifts of appreciated securities may reduce capital gains tax, allowing more of your generosity to support local impact.

A legacy that stays relevant

Let’s talk

If you’re considering a planned gift of stocks or securities, we invite you to start a confidential conversation.

Susan Faber
Director, Resource Development & Communications
United Way Perth‑Huron
Email: sfaber@perthhuron.unitedway.ca
Phone: 519‑271‑7730

The information above is general in nature and is not intended as legal or financial advice. We recommend consulting with your legal or financial advisor when considering any planned gift.