Gifts of Publicly Traded Securities (Stocks) & Units/Shares in Mutual Funds

  • Donors may make gifts of publicly traded securities and units/shares in mutual funds and you will not pay taxes on any accumulated gains.  You will also receive a tax receipt for the full value.
  • Donors may make gifts of publicly traded securities and units/shares in mutual funds according to Canada Revenue Agency Guidelines.
  • Donors whose assets consist of appreciated stock will be encouraged to take advantage of the capital gain reductions that result from making a gift of these shares directly to CASA.
  • The date of the gift is the date ownership is transferred to CASA. A gift receipt is issued for the value as of the closing date the shares are transferred.
  • Shares may be transferred by a professional broker.  Notice of the transfer and valuation should come to the CASA Fund Development Office for gift processing and issuance of a gift receipt.
  • Donors wishing to deliver shares to CASA directly should be advised to complete the assignment of ownership witnessed by a third party and by the CASA Fund Development Office.
  • If you would like to mail the shares to CASA, the endorsed shares should each be sent in separate envelopes, a stock power should be sent under separate cover.

For more information on this or other ways to support CASA, please contact us:

Nadine Samycia

Executive Director

(780) 400-4539
nsamycia@casaservices.org