Gift of Stocks & Securities
Donating appreciated securities is a meaningful and tax-effective way to support the Alberta SPCA’s work to protect, promote and enhance the well-being of animals in Alberta. When you make a gift of stocks, mutual funds, or other securities, the taxable capital gain may be reduced or eliminated, and you will receive a tax receipt for the full market value of your gift.
Tax receipts are issued based on the date the securities are received by the Alberta SPCA.
Why give a gift of securities?
What can I donate?
- Stocks
- Mutual funds and segregated funds
- Bonds and flow-through shares
- Employee stock options
- Donor Advised Funds (DAF)
How do I give a gift of securities?
- Fill out and sign the securities transfer form.
- Share the completed form with your broker to initiate the transfer.
- Reach out to the Alberta SPCA.
- Email a copy of the form at least one business day before the transfer to both:
- Alberta SPCA: Aimee Winegarden [email protected]
- RBC: Stephen Michalyk [email protected]
This ensures we can match your gift to your name and issue a tax receipt.
- Receive your tax receipt. Once your gift has been processed, the Alberta SPCA will issue a charitable tax receipt based on the fair market value of the securities on the day they are received.
Questions?
To learn more about giving a gift of securities, please contact Aimee Winegarden at [email protected]