Donate Stocks or Bonds

When you give these investments to as a gift to Women In Need Society, you are exempt from paying capital gains tax but still benefit from the tax savings of giving.

How do I make a gift of stock, bonds, or mutual funds?

The process is simple. You can transfer securities electronically from your account to WINS’ account. Download the gift of securities transfer form or contact our ATB Investment Advisor directly:

403-974-5007 (Office)

1-855-574-5007 (Toll Free)

Will I receive a tax receipt?

Yes. You’ll receive an official tax receipt for the full market value of your investments as calculated on the date they are received by WINS.

Contact us to learn more about donating stocks and other investments.

What are the advantages of donating stock?

Stock SaleStock Donation
Present value of shares$100,000$100,000
Purchase price of shares$20,000$20,000
Capital gain on shares$80,000$80,000
Taxable amount of capital gain$40,000$0
Tax payable* on capital gain$18,000$0
Tax credit on donation$45,000$45,000
Total tax saving(tax credit only)
(credit plus tax saving)
*For illustration purposes we have used an average marginal tax rate of 45%