The donation of securities has become a popular and effective charitable-donation option. Canadian tax on the capital gains accrued on publicly traded securities can be eliminated when securities are gifted to a registered charity such as the St. Andrew’s College Foundation.

To make a gift of securities and/or stocks of share certificates, mutual fund units, or other publicly traded security to St. Andrew’s College Foundation, please use the attached form. Ensure that your broker emails a copy of the form to Ryan Bryce at ryan.bryce@sac.on.ca. This helps us alert our broker that a transfer is being initiated. Please note: donors will receive a tax receipt for the stock value at the close of business on the day of transfer.

For more information about the tax advantages of gifts of appreciated securities, talk to your broker or financial planner. For questions, please call Ryan Bryce, Advancement Services & Annual Fund Officer, at 905-727-3178, ext. 322.