WAYS TO GIVE

GIFTS OF PUBLICLY TRADED SECURITIES

Donating publicly traded securities is one of the most tax-efficient ways to support Shuswap Community Foundation and the causes you care about.

CREATE A LEGACY
THAT SUPPORTS
THE SHUSWAP

By transferring appreciated securities directly to the Foundation instead of selling them first, you may avoid capital gains tax and receive a charitable tax receipt for the fair market value of the gift. This approach can help maximize both your community impact and potential tax benefits.

WHY CONSIDER A GIFT OF SECURITIES?

Decrease Capital Gains Tax
When eligible publicly traded securities are donated directly to a registered charity, capital gains tax may be significantly reduced.

Receive a Charitable Tax Receipt
Receive a charitable receipt for the fair market value of the securities.

Create Flexible Community Impact

Your gift can establish or contribute to a fund that supports charitable organizations and priorities throughout the Shuswap—now and into the future.

GIFT THROUGH A FUND AT THE FOUNDATION

A gift of securities can support:

  • A named family or legacy fund
  • A field of interest fund
  • A designated charity or cause
  • Flexible granting to meet emerging community needs

You may also choose to establish a fund, allowing you to create lasting impact while receiving immediate tax benefits.

How the Process Works

  1. Contact Monica at Shuswap Community Foundation to discuss your giving goals and request a securities transfer form.
  2. Work with your financial advisor or broker to transfer eligible securities directly to the Foundation.
  3. The Foundation receives and processes the gift and provides your charitable tax receipt.
  4. Your gift begins supporting the charitable priorities you’ve chosen.

Eligible Securities May Include:

  • Publicly traded stocks
  • Mutual funds and Exchange-Traded Funds (ETFs)
  • Government and corporate bonds
  • Employee stock holdings

Please consult your financial advisor or tax professional to determine the most appropriate giving strategy for your situation.

Our Community

Shuswap Community Foundation serves the “Shuswap area” of the Columbia Shuswap Regional District, extending from Malakwa and Sicamous in the east; to the South Shuswap and the North Shuswap in the west, and as far south as Ranchero, Salmon River Valley, and Falkland.