Stocks, Bonds and Mutual Funds Donations

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

Many donors consider marketable securities a tax-effective way to make a donation as 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.

The amount of your charitable tax receipt is based on the fair market value of the securities, as determined by their closing price on the date of transfer to the Foundation. Securities eligible for gifting to CancerCare Manitoba Foundation are listed securities or publicly traded securities, which include:

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

If your company can make this gift, your cost will be even less.

CancerCare Manitoba Foundation has engaged the services of BMO Nesbitt Burns to facilitate the receipt of security donations. Please find attached Securities Transfer Form and contact information should you require additional information.

For self-managed gifts of securities, please find attached Letter of Direction for your Financial Institution or Discount Broker.

To discuss how you can best direct your gift to the programs or areas at CancerCare Manitoba that are most important to you, please contact Sandra Tym, Director of Finance, at 204-981-0682 or stym@cancercare.mb.ca.

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 Manitobans with cancer. Your investment will help save lives and create a future without cancer.

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

Your Life Insurance

A gift of a life insurance policy will provide tax relief to you today while providing CancerCare Manitoba with the proceeds from the policy later. Proceeds that will help us help others in their battle with cancer.

For questions related to a donation of life insurance, please contact Janice Feuer, Chief Development Officer at 204-787-2163 or jfeuer@cancercare.mb.ca.