Gifts of Stock or Securities

Your donation of securities – shares, bonds or mutual funds – can be an effective and affordable way to make a significant contribution to the programs and services we provide.

What is a gift of securities? 

Stocks and mutual funds are securities. At your request, your financial advisor can transfer specific securities directly to Brantwood. You can donate shares today, or your estate can donate shares in the future as directed in your Will. 

What are the benefits? 

Capital gains tax are eliminated when you gift securities directly to Brantwood.  You receive a charitable tax receipt for the value of the gift thereby reducing your income tax payable.

Donations of stock are easy to arrange 

What are my next steps? 

• Obtain a “Securities Transfer Form” from Brantwood, by e-mailing info@brantwood.ca or by clicking the following link to download the form. [Securities Transfer Form]
• Fill out your form, fax or scan/e-mail it to your financial advisor and Brantwood. 
• Confirm the details of your gift with your financial advisor. 
• Brantwood will issue you a charitable tax receipt for the closing value of the shares on the date of transfer. 

Gifts of securities can be made through our Canadahelps donation page: