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Gifts of Publicly Traded Securities

Make a donation at a lesser cost, with no capital gains tax on donated securities.

        

Who is this type of giving for?

Individuals who hold publicly traded securities, especially stocks that have appreciated significantly in value.

        

Donor benefits

  • Receipt for the fair market value of the gift.
  • No capital gains tax on donated securities, which means your gift costs you less.
  • For securities donated through a holding company: Balance of the capital dividend account (CDA) increased by an amount corresponding to the capital gain so the shareholder can withdraw the equivalent of this capital gain on a tax-free basis.

        

Testimonials

« By gifting these securities, I was able to make a real contribution to HEC Montréal’s legacy and receive a charitable tax receipt for the fair market value of my shares. That’s definitely a win-win for everyone, including society as a whole. There’s no downside! »

Aimé Quintal HEC 1955
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Additionnal information

By transferring your securities to the Foundation, the value of your donation will be greater than if you sold the securities and donated the cash proceeds. There is no capital gains tax to pay and you will receive a tax receipt for the fair market value as of the day of transfer.

Gifts of securities can be immediate or deferred through a bequest.

Eligible securities include shares, bonds, mutual fund units and other securities listed on a Canadian, U.S. or international exchange.


The HEC Montréal Foundation does not provide financial or legal advice. The examples used here are for illustrative purposes only. Please consult your financial or legal advisor to ensure that the selected donation option takes into account your specific circumstances as well as all applicable legal and tax implications.

Questions about planned giving?

Contact :

Mireille Lafond

Mireille Lafond HEC 1979
Major and Planned Gifts Advisor

mireille-c.lafond@hec.ca
514-340-7735

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hec.ca > HEC Montréal Foundation > How to Give > Planned Giving > Gifts of Publicly Traded Securities

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