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Stocks and Securities

Stocks and Securities

A Tax-Smart Way to help The Royal Conservatory

Did you know that by donating stock you can eliminate the capital gains tax and realize immediate tax savings?

You receive a tax receipt for the fair market value of the securities and you will not be subject to any capital gains tax.

Making a gift of stock rather than selling the stock first, and donating the proceeds will also enable you to make a larger gift at a lower cost.

Eligible publicly listed securities include shares, debt obligations, or rights listed on a prescribed stock exchange, a share of the capital stock of a mutual fund corporation, a unit of a mutual fund trust, an interest in a related segregated fund trust, or a prescribed debt obligation such as a strip bond.

The simplest way to make your gift of stock or securities is to have the shares electronically transferred from your account to The Royal Conservatory’s account.

Staff in our Development office will help guide you through the process and provide any necessary information.

The receipt value will be based on the closing trading price on the day the stock is received by The Royal Conservatory. As with any gift, you may designate the use of the value of the securities or leave the gift unrestricted.

Donating publicly traded stock and securities is a tax-smart way to support the Royal Conservatory. Further information about donating gifts of stock is below.