Donate securities
Maximize your gift and impact
Help fund lifesaving breakthroughs while reducing capital gains tax.
Donate securities Contact our team Contact our team
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When you make a gift of securities to Heart & Stroke, you put stock in knowing you are supporting vital research, health education and advocacy programs. |
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Donating securities, such as stocks, mutual funds or ETFs, is a tax-smart way to give. By transferring investments directly to Heart & Stroke, your donation supports our vital work. |
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Ready to make a gift? Complete the gift of securities donation form to start the process. If you have questions, email securities@heartandstroke.ca. |
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If you're transferring securities on behalf of an estate or trust, please visit the Estates and trusts page. |
Your gift in action
Your gift of securities can change lives
Make your securities donation today.
Gift of securities calculator
Estimate your potential tax savings by comparing donating securities with donating cash.
Results
Because these securities have lost value, donating them in-kind realizes a capital loss. You can apply it against capital gains in the current year or the three previous tax years, or carry it forward indefinitely. And you'll still receive a charitable tax receipt for their full market value.
Your estimated tax savings
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These results are estimates provided for general information only and are not tax, legal, or financial advice. Your actual benefit will depend on your personal circumstances and on current tax rules. We always recommend consulting a qualified tax professional for tax advice specific to your situation.
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Market value of security Sell security & donate cash Donate security
We recommend consulting a qualified tax professional for tax advice specific to your situation.
Frequently asked questions
Donating securities means transferring investments — such as stocks, mutual funds, or exchange-traded funds (ETFs) — directly to a registered charity instead of selling them first and then donating the cash proceeds.
By donating investments that have appreciated in value instead of cash, you may reduce the tax payable on your investment gains, allowing more of your gift to go to charity.
We recommend speaking to your financial advisor or tax professional to determine if donating securities is right for your situation.
Fill out the Gift of Securities donation form.
After you submit your form, Heart & Stroke will email you next steps and guide you through the transfer process.
You can also donate securities if you are a self-directed investor. Self-directed investors manage their own investment portfolios without the guidance of a financial advisor. Eligible securities can be donated directly from your non-registered, self-directed brokerage account.
You will need to contact your financial institution to initiate the transfer.
Email securities@heartandstroke.ca, or call us at 403-351-7051, with your questions or to set up a time to speak with someone from our team. They would be happy to answer your questions.
You can download a transfer form here. You can also email securities@heartandstroke.ca and we will email one to you, and answer any questions you may have.
Yes. If you’d like to support the Heart & Stroke Foundation of New Brunswick, use the New Brunswick transfer form.
However, if you’d like have a national impact by supporting the Heart & Stroke Foundation of Canada, complete this gift of securities form to start the process.