Give a Gift of Securities
A gift of securities is a tax-efficient way to maximize your donation’s value.
By making a gift of securities to United Way Halifax, you’re supporting our community’s most vulnerable in a way that makes an immediate difference, and helps maximize your gift’s value.
When transferring publicly traded securities directly to charity, the capital gains your securities realize are left untaxed. That means your gift has the greatest possible impact. Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options.
Giving is simple. Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer securities to United Way Halifax by completing the appropriate transfer form. Finally, please get in touch to let us know that you’ve made your gift, so we can show our appreciation.
And of course, you can choose to give right now or as part of your estate and will planning.
We’re here to help:
Liz Struijf-Mandishora (she/her)
Director, Development & Engagement