Gifts of Securities
A gift of securities is one of the most effective ways to make a lasting difference for children and youth in our community. By donating publicly traded stocks, bonds, or mutual funds directly to Big Brothers Big Sisters of St. Thomas-Elgin, you can maximize your impact. More of your gift goes toward supporting our mentoring programs, instead of taxes.
What can be donated?
A gift of securities can include:
- Common and preferred shares
- Bonds
- Mutual funds
- Segregated funds
- Exchange Traded Funds (ETFs)
Why donate securities?
While many donors give simply to make a difference, it’s helpful to know that a gift of securities is also the most tax-effective way to donate. Since 2006, gifts of publicly traded securities have been fully exempt from capital gains tax, and you’ll receive a charitable tax receipt for the fair market value of the securities on the day they are transferred.
This means you can give more — and it costs you less.
How your gift helps
Every donation to Big Brothers Big Sisters helps provide children and youth with the mentorship, guidance, and opportunities they need to reach their full potential. Your generosity helps ensure every young person has someone in their corner.
How to make a gift of securities
To help us handle and acknowledge your gift properly, please complete and submit the following form:
Once you’ve completed the form, please provide a copy to both your financial advisor and our office. This ensures your transfer can be processed and receipted promptly.
Questions? We’re here to help.
If you’d like to discuss your gift or learn more about how your securities donation can make a difference, please contact us!
Big Brothers Big Sisters of St. Thomas-Elgin
Phone: (519) 633-3830 ext. 201
Address: 146 Centre St, St. Thomas, ON. N5R3A3
Email: carolyn.johnsonc@bigbrothersbigsisters.ca
