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 & Children’s 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