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 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 of Toronto does not charge fees or take any commissions of any kind on the processing of gifts of securities as it is a service we provide. The only cost is a $150 brokerage fee from the broker. 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
437-524-8644
development@archtoronto.org
How to Gift Securities
When you make a gift of securities, your gift has an immediate impact. Our info sheet can show you how.
Letter of Direction
Please fill out and submit the following Letter of Direction form so that ShareLife can receive your gift of securities.
Canada Revenue Agency (Capital Gains)
You can avoid Capital Gains Tax by making a gift of securities to ShareLife. Find out how here.