Gifts of Securities
Securities are a special form of capital property and include stocks and bonds, mutual funds and royalties. Because they are portable, transferable, marketable and usually easy to value, they make excellent charitable gifts.
From a tax perspective, this is one of the most advantageous ways of making a charitable gift. HelpAge Canada will issue a tax receipt for the full market value of the gift at the time of donation.
You can establish your personal endowment fund with a onetime donation, a pledge over time or through a bequest. Your fund can be in your name, your family’s name or you can honour a loved one.
This is a permanent fund that is invested by HelpAge Canada and the income generated is used to support our programs. You can designate how the income should be used.
A minimum of $25,000 is required to set up a named endowment fund, however, it is possible to establish the fund with a gift of $5,000 and pay the balance over the next five years.
For more information on how planned giving can work for you please contact, Beth Gordon, Finance Manager, firstname.lastname@example.org