Donate Securities
Maximize your impact and reduce capital gains tax by donating publicly listed securities to YWCA BC.
Donating your publicly listed stocks, bonds or mutual funds directly to YWCA BC has advantages for you.
• Reduce your capital gains tax on the value of the donated securities*
• Receive a non-refundable charitable tax credit that will reduce your income taxes*
• Support critical services that help promote women's personal and economic well-being, such as affordable housing, child care, employment and training programs, and much more
* Always talk to your financial advisor to determine which investments will make the most financial and philanthropic impact.
How to donate securities
1. Talk to your Financial Advisor
Consult your financial advisor to decide which investments will make the most financial and philanthropic impact.
2. Complete the Transfer Form
Once you or your broker have completed the transfer form and you’ve signed it, it is ready to be submitted to your broker.
Note: If you use a “direct investing” account, please access their online resources to evaluate their donation process.
3. Send a copy of the signed and completed Transfer Form as instructed in the PDF link.
This may only take 3-5 days but can take several weeks, so plan ahead.
Securities can also be a wonderful charitable gift as part of your will and estate planning.
The benefit of donating publicly traded stocks and mutual funds through your will further reduces the tax impact on your estate. We encourage you to talk to a lawyer or financial advisor before finalizing your will.
For more information about donating securities to YWCA BC, please contact Kathy Lilyholm at 604 895 5851 or klilyholm@ywcabc.org.
YWCA BC is proudly accredited by Imagine Canada Standards.
Accredited nonprofits have completed a rigorous independent peer review of their operating and governance practices.
