Gift of Securities
What are the advantages of giving a Gift of Securities?
Gift of Securities must have value of $1,000 or greater, and may have significant donor benefits:
- It is the most tax-effective way to donate, because it removes the taxation of capital gains.
- You will receive a tax receipt for the market value of your donation, based on the end-of-day price on the day that UW receives the shares.
- The tax efficiencies of gifts of publicly traded securities may allow you to give more than you might have thought possible.
- While 2011 tax rules modified the tax benefits on gifts of flow-through shares, these remain an attractive gift alternative. Please seek advice from your financial advisor on donations of flow-through shares.*
Donate in three easy steps**
- If you have any questions prior to donating, please call or email our gift of securities coordinator at 403-410-2578 or securities@calgaryunitedway.org.
- Download the Gifts of Securities Donation Form. Complete, sign, scan and return to United Way at securities@calgaryunitedway.org.
- Once the signed donation form has been received and approved by United Way, you will receive United Way’s brokerage account information. At that time, please instruct your broker to initiate the trade to transfer your securities to United Way. The deadline to initiate a transfer is December 12, 2025, for a 2025 tax receipt. Once the shares are received, you will be contacted by a United Way representative regarding the final tax receiptable amount and any disbursement details. A tax receipt will be issued shortly thereafter.
*This information is general in nature and does not constitute legal or financial advice. It is not a substitute for professional advice; United Way encourages you to seek professional legal, estate planning, and/or financial advice before deciding upon your course of action.
** Some restrictions apply. Read the complete Gift Acceptance Policies for more information.