Securities

Donating appreciated securities – including stocks, bonds, bills and mutual funds – is often the least expensive way to make a gift.

Whether donated today or included in your will as a future gift, giving securities often costs less than giving an equivalent dollar amount. By donating your securities, the taxable portion of the capital gain they produced is reduced from 50 to 25 per cent. This allows more of the resulting tax credit to be used to offset other income.

Community Endowment Fund generally receives donations of publicly-listed securities, but non-publicly-listed securities may also be considered. As a general principle, the securities are immediately sold at market value with the proceeds going to the capital fund of the Community Endowment Fund or as designated by you.

If you have securities you wish to sell and you want to make a difference in your community, donating your securities directly to the Community Endowment Fund can be a smart way to give.