Tax-smart gift planning can help you to increase tax protection within your financial or estate plans. A gift of marketable securities given now will provide support for much needed programs for children, youth and families in vulnerable situations. Donations will be recognized as a gift and a charitable tax receipt issued when the gift is liquidated.
The simplest way to make a donation of marketable securities is to have the shares electronically transferred from your account to Family & Childrenâs Services’ account. The charitable tax receipt will reflect the fair market value of the shares on the date the gift is legally transferred to agency ownership.
For more information about making a gift of shares you may contact: Carolyn Tait-Guest, Fund Development Coordinator at 519-824-2410 ext. 4172 or Carolyn.Tait-Guest@fcsgw.org