Donating appreciated securities — including stocks, bonds, bills and mutual funds — is one of the many ways you can give to Pembina Foundation.
Benefits of Donating Securities
By giving securities, you help expand opportunities for environmental research and education — and you receive a significant tax credit.
Recent revisions to federal tax regulations make donating securities more beneficial than ever:
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Donate appreciated securities to the Pembina Foundation without paying any capital gains tax.
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Receive a tax receipt for the fair market value of the shares.
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Benefit from knowing your donation is helping to advance environmental research and education.
Your charitable donation credit could be more than the purchase price if the securities have appreciated.
Pembina Foundation accepts donations of publicly traded securities listed on the TSX Group of Exchanges.
What are publicly traded securities?
Publicly traded securities, as defined by the Canada Revenue Agency, are:
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shares, debt obligations, or rights listed on prescribed stock exchanges (Toronto, Montréal, Tiers 1 and 2 of the TSX Venture Exchange and 36 foreign stock exchanges);
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shares of the capital stock of a mutual fund corporation;
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units of a mutual fund trust;
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interests in related segregated fund trusts (a mutual fund relating to an insurance policy);
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a prescribed debt obligation.
How can I donate publicly traded securities?
Our Fund Development team can explain the details and procedures of giving publicly traded securities.
To discuss a gift of securities, contact:
The transfer of securities certificates as gifts to the Pembina Foundation is especially sensitive and timely, and the Pembina Foundation must follow strict guidelines set out by the Canada Revenue Agency in order to accept share certificates. Consequently, the Pembina Foundation reserves the right to accept or decline a donation of shares.
Valuing and receipting shares
Upon receiving publicly traded securities, Pembina Foundation's policy is to immediately sell them. A donation receipt will be issued based on the fair market value of the publicly traded shares.
What will my donation support?
As a donor, you may designate your gift to a specific project or program area, or choose to offer your gift to the Pembina Foundation for use in the program where it is most needed.
To discuss a gift of securities, please contact:
This information is general in nature and does not constitute legal or financial advice. It is not a substitute for professional advice; Pembina Foundation encourages you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action. More information is available from the Canada Revenue Agency at www.cra-arc.gc.ca/tax/charities.
