A gift of publicly traded securities can provide you with an unexpected means to make a significant contribution to Western at a relatively low-cost to you. You and your broker can electronically transfer these types of gifts into Westerns account by using our forms below.
By making a gift of equities, bonds and mutual fund units to Western, your taxable capital gain is eliminated.
In contrast, if you choose to sell appreciated securities during your lifetime, or if these assets are liquidated through your estate, tax must be paid on 50 per cent of the capital gains on those securities. Donating securities to a registered charity such as Western provides an opportunity to eliminate a significant tax liability that would otherwise eventually have to be paid.
The capital gains tax advantage also applies to donations of publicly traded shares acquired through employee stock options. Certain conditions apply and the shares must be donated to Western within 30 days of the stock option being exercised.
Any gift of securities made now or through your Will should be done in consultation with your financial or tax advisors.
Please also contact Executive Director, Development Programs for information that you and your broker need to make giving securities easy and to discuss how you would like the proceeds from your gift to be used.
It is also important for Western to know if you wish to be recognized for your contribution or prefer to remain anonymous. Please feel confident that any request for anonymity will be strictly honoured.
Logging into the Giving to Western web site at www.giving.westernu.ca allows you to:
What about my privacy?
Need help with your User Name or Password?
Please use the Trouble Signing In? link to recover your User Name and/or Password.
HINT: User Names are often the email address at which you receive emails from Western.
If further help is required, please send an email to firstname.lastname@example.org. We are usually able to respond the same day during the week. Inquiries received during a weekend or on a holiday are addressed the first day back at work.