Gifts of Securities

Recent federal incentives have made it very attractive to donate publicly listed securities that have appreciated in value.  Canadians are no longer taxed on the capital gain accrued on gifts of publicly traded securities when the securities are donated to a registered charity such as the Alberta Children’s Hospital Foundation.

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Electronic transfer of securities from your brokerage account to the Alberta Children’s Hospital Foundation’s brokerage account is perhaps the easiest way to make a gift of securities.  There is no need to transfer the actual certificates.  You simply instruct your broker to make an electronic transfer through a letter of authorization (the Alberta Children’s Hospital will provide you with instructions on how to transfer to our brokerage).  You will receive a charitable donation receipt for the fair market value.