Giving appreciated publically traded securities (stocks, bonds, and mutual funds) is a great way to support Women In Need Society, and is simple to do. Plus, when you give these investments as a gift to WINS, you are exempt from paying capital gains tax but still benefit from the tax savings of giving.
How do I make a gift of publically traded securities (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:
1-855-574-5007 (Toll Free)
Email our Fund Developer Manager to if you are experiencing any issues.
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 publically traded securities?
|Stock Sale||Stock 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%|