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A Gift of Securities, Mutual Funds or Flow through shares
If you own publicly traded securities, mutual funds, or flow through shares, you may want to consider donating them directly to CNIB. Canadians can donate their publicly traded securities or mutual funds without incurring the Capital gain tax. Capital gains on donated shares are not taxed. This may provide a greater benefit to you than donating cash.
Step 1:
Complete the Securities Transfer Direction form, then print and sign it.
Step 2:
Fax or give the form to your broker.
Step 3:
Instruct your broker to transfer the shares directly to CNIB’s account.
Step 4:
Fax a copy of this form to Gilbert Mallette, Manager, Treasury and Special Projects, CNIB at 416-480-7700.
- CNIB's investment advisor will require the instructions of CNIB before accepting the shares into the CNIB account…
- CNIB needs your address so that we can issue your tax receipt.
Disclaimer
The giving information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your legal advisor, financial advisor or tax consultant. We recommend that you discuss your plans with your legal advisor and/or financial advisor before proceeding with a securities or mutual fund gift.
