Gifts of Securities & Stocks
A tax-smart gift that goes further for students in Halton facing financial barriers.
Donating stocks, bonds, or mutual funds directly to HLF could go further than selling them first and donating the cash.
Under Canadian federal tax law, when you transfer appreciated securities directly to a registered charity, the capital gains tax is eliminated entirely. You also receive a charitable tax receipt for the full fair market value at the time of transfer.
More of your investment’s value goes to students in Halton — and less goes to tax.
Speak with your financial advisor to find out how this applies to your situation.
What's Eligible?
HLF accepts publicly traded securities including stocks, mutual funds, bonds, and ETFs.
How It Works
- Download and complete the transfer form — this is used to process your gift and issue your tax receipt.
- Share the form with your broker — they’ll initiate the in-kind transfer to HLF’s brokerage account (details on the form).
- Receive your tax receipt — HLF will issue a receipt for the fair market value on the date of transfer.
You Can Also Give Through Your Will
You can name HLF as a beneficiary of your investment accounts, or direct a portion of your securities portfolio to HLF through your estate, reducing the tax burden on your estate in the process.
Get in Touch
Jim Martin martinj@haltonlearningfoundation.ca
905-749-4HLF (4453) ext 102
CRA #: 889975223RR0001.
We recommend consulting your financial advisor or lawyer for specific advice.