Make a Gift of Stocks or Securities

Donating appreciated stocks, bonds and mutual fund units is the most tax-effective way to make a gift.

When individuals sell an appreciated stock, they are required to pay tax on 50 per cent of the capital gain, but if they donate it to the Jane Goodall Institute, thanks to the new tax break introduced by the 2006 Federal Budget, they will be exempted from capital gains taxes.

Donors will also receive a tax receipt for income tax purposes, for the full market value of the securities at the date of the transfer.

Whether you donate cash or appreciated securities, you will receive a tax receipt that creates a tax credit. However, an extra tax incentive available for gifts of appreciated publicly listed securities makes stocks the least expensive way to give.

Making a gift of stock is easy. The transfer of securities can be made electronically from your account to the Jane Goodall Institute of Canada's account.

For more information on the transfer process, please call us at 416 978 3711 or 1-888-88-CHIMP.