Gift of Securities

Gifts of Stocks & Securities

Give now. Create immediate local impact.

Donating publicly traded stocks, bonds, or mutual funds is a simple and tax‑efficient way to support United Way Perth‑Huron today. Gifts of securities allow you to make a meaningful contribution while potentially reducing or eliminating capital gains tax on appreciated assets.

Why give securities?

  • Receive a charitable tax receipt for the full fair market value of the securities
  • Eliminate capital gains tax on publicly traded securities
  • Direct more of your gift to support the most pressing needs across Perth‑Huron

How to give

Securities are transferred directly from your investment account to United Way Perth‑Huron.

To help ensure your gift is processed accurately, please complete our Generic Notification of Securities Transfer form and provide it to your financial advisor or brokerage at the time of transfer. This allows our finance team to anticipate your gift, confirm details, and issue your tax receipt promptly.

What you’ll need

  • The name of the security being transferred
  • The number of shares or units
  • The name of your brokerage or advisor
  • The intended transfer date

Once the transfer is complete, your gift will be receipted based on the fair market value on the date the securities are received.

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 making a gift of securities.