Gifts of Securities

Publicly traded securities include shares, bonds and mutual funds. Tax savings are substantially greater when donating publicly traded securities directly to UBC rather than donating the cash proceeds from the sale of these same securities. In the May 2, 2006 federal budget, the government announced the elimination of the capital gains tax on such donations. This means even more tax savings for donors. UBC can accept both electronic and certificate shares, as well as gifts of publicly traded options. If you choose this gift type, you will immediately receive a donation receipt for the value of these gifts.

For more information about supporting UBC with a direct gift of securities, please contact:

Barbara Eyles

Development Officer, Gift & Estate Planning 250.807.8532