Donation of Stocks, Bonds and Mutual Funds

Take advantage of the tax benefit and donate your stocks, bonds and mutual funds directly to the Foundation to help Hargun lead a long and full life.

A gift of marketable securities can be a tax-effective way for you to make a donation in support of Hargun. The tax on your investment’s capital gain (the difference between what you paid for the securities and their current value) is reduced to zero. This doubles the savings for you as there are no taxes on the capital gain and you receive a charitable tax receipt for the value of the securities,* just as if you donated the equal amount in cash.

Securities eligible for gifting to CancerCare Manitoba Foundation are listed securities or publicly traded securities, which include:

  • Stocks and bonds
  • Treasury bills
  • Mutual funds offered by most Canadian mutual fund management companies

CancerCare Manitoba Foundation has engaged the services of BMO Nesbitt Burns to facilitate the receipt of security donations. We recommend you submit the downloadable Securities Transfer Form no later than Friday December 17 to your financial advisor to have your gift count toward this tax year.

When leaving a gift of marketable securities in your will, CancerCare Manitoba Foundation encourages you to discuss your intentions with your legal and/or financial advisors to help choose the best gift for you.

Thank you for considering a gift in support of Hargun. Your investment in local cancer research may help answer Hargun’s question “Why?”

See our brochure to learn how donating stocks, bonds and mutual funds directly to the Foundation can cost you less.