A gift of publicly traded securities is both simple and tax effective. When you donate securities, you do not pay capital gains tax AND you receive a charitable gift tax receipt to use against other income. You can benefit tremendously from this added incentive to reduce the real cost of your charitable giving or increase the amount of your gifts without increasing the costs. 

You can make a gift of securities at any time, or make it part of your estate plan.

To make a gift of securities, please follow these simple directions:

1. Download the form and send it to your broker or financial advisor.
2. Your broker should email the form to our agent, Brad Taylor at Raymond James, and to Ballet BC Director of Development, Michael Schwartz. Emails and contacts are listed on the form.
3. Once the securities have been transferred to Ballet BC’s brokerage account, Raymond James will advise us in writing of the receipt of the securities and the value it was transferred in at.
4. Ballet BC will issue you an official charitable tax receipt based on the fair market value of the securities at the time of transfer.
5. It is Ballet BC’s policy that securities, once received by our broker, will be sold as soon as possible.

For more information on the tax treatment of gifts of securities, please visit the Canada Revenue Agency (CRA): Gifts of Shares, Stock Options, and Other Capital Property.