Securities
Donating shares or mutual funds is a smart way to give in Canada, since there is no capital gains tax applied to any benefit received from the sale of securities.
To donate listed securities, you can obtain our form, the Letter of Direction from your parish office or download a copy by clicking on it below.
There is no cost to use this gifting method. The Archdiocese does not charge fees or commissions of any kind. You are strongly encouraged to seek professional advice from a private financial professional before deciding upon any charitable gift using personal assets.
Contact
Peter Okonski
Manager, Planned Giving
and Personal Gifts
Development Office
416-934-3400 x 519
development@archtoronto.org
Letter of Direction
How to Gift Securities
Canada Revenue Agency (Capital Gains)