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Gifts of securities
One of the most effective ways to support ×îÐÂÐÓ°ÉÔ´´ is to make a gift of shares, securities or mutual funds.
Please complete this form and send it to the Alumni and Development Office to complete your gift.
×îÐÂÐÓ°ÉÔ´´ will give you an income tax receipt for the market value the day your gift is deposited in our account.
About gifts of securities:
- When investments are converted into cash, the funds are subject to capital gains tax. By making a gift of your listed securities to ×îÐÂÐÓ°ÉÔ´´, you will pay no capital gains tax.
- Gifts of securities can be deferred if your gift surpasses your annual limit, and be used in the next five years.
- Gifts of securities can help reduce estate taxes in the year of your death, allowing your beneficiaries to receive more upon inheriting.
- Gifts of securities help to reduce the amount of income tax you pay.
Each gift has an impact
