Marketable securities donation

Donating stock or other marketable securities to ALS Canada provides significant philanthropic impact to further ALS research, advocacy, and supportive services that we provide to people living with ALS and their families every day.

When you make a gift of publicly traded securities, your taxable capital gain is eliminated. In contrast, if you choose to sell appreciated securities during your lifetime, or if these assets are liquidated through your estate, tax must be paid on 50% of the capital gains on those securities. Donating securities to a registered charity like ALS Canada provides an opportunity for individuals to give in a tax-efficient way.

The benefits

  • You will be issued a charitable tax receipt on the date the securities are received in ALS Canada’s brokerage account. The valuation will be based on the fair market value of the gift at the closing price on that date.
  • If your donation exceeds the amount eligible for a tax credit in the year your gift is made, the excess credit may be carried forward up to five years.
  • If you leave securities to ALS Canada through your Will, your estate will receive the same tax benefits. Gifts made through your Will can be claimed up to 100 percent of your net annual income in the year of death and the year preceding.

The process of donating Gifts of Securities to help create a future without ALS is simple:

Talk to your financial advisor, broker or investment firm.

Complete and send the Securities Transfer Form.

Download the form here.

Receive a charitable tax receipt.

Here are some key contacts you can reach out to, should you have questions regarding a donation of securities to ALS Canada:

ALS Society of Canada

Chris Pon | VP, Fund Development

180 Bloor Street West, Suite 500
Toronto, ON M5S 2V6

Tel: 437-290-3412 | cpon@als.ca

National Bank Independent Network (ALS Canada’s Broker):

Jennifer George | Sr. Account Manager

National Bank Independent Network
130 King St. West, Suite 3000, Toronto, ON M5X 1J9

nbinpmsupportlt2@nbc.ca

Other ways to give hope

Gift of Life Insurance
Gift of RRSPs/RRIFs/TFSAs
Gift of Property Trusts and Annuities

Disclaimer: This information and material provided is intended to be general in nature and should not be construed as legal or financial advice. We recommend that you consult your financial and legal advisor to seek the best planning options for you.

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