Stocks & Securities

Donating gifts of publicly traded securities is simple and you pay no tax on any capital gain when you donate securities “in-kind” to Five Counties Children’s Centre. Transferring shares directly to Five Counties Children’s Centre through your broker is key without cashing them in first. By donating appreciated stocks, mutual funds, or stock options, you pay no tax on the capital gains and receive a tax receipt for the fair market value of the securities.

First, determine with your financial advisor which investments will make the most impact to you. Then, simply fill out this form when you are ready and send it to your advisor/broker confirming that you wish to make a donation of shares. Please remember to sign the Letter of Direction as confirmation of authority to deliver the shares from your account.

Gifts of Securities Form

If you have any questions about leaving a gift of securities, please contact us at your convenience:

Lyn Giles
Director of Fund Development
705-748-2337 ext. 381

Your generosity will make a difference in the lives of children and youth with special needs to build their abilities for life.