Securities (stocks, mutual funds, bonds, GICs)

Donating shares or mutual funds is currently the smartest way to give in Canada. When you donate shares to a charity, there is no capital gains tax on any benefit received from the sale of these securities.

If you wish to donate listed securities, you can obtain our form, the “Letter of Direction” from your Parish office or download a copy by clicking on it below.

[ There is no cost to use this gifting method. The Archdiocese does not charge fees or commissions of any kind. We strongly encourage you to seek professional advice from a private financial professional before deciding upon any charitable gift using personal assets. ]

• 1. Securities Letter of Direction

  2. Securities Donation Procedures and Policies

  3. Link to Canada Revenue Agency capital gains page

For more information please contact the parish office or:

Quentin Schesnuik

Manager, Planned Giving and Personal Gifts

Development Office

416-934-3411

qschesnuik@archtoronto.org

www.archtoronto.org/development

All calls are strictly confidential, there is no fee or charge for this service.