If you hold stocks, mutual funds, bonds or other publicly traded securities that have grown in value, donating them directly to the New Brunswick SPCA may be the most tax-efficient gift you can make.
It’s a win for the animals — and a win for you!
When you sell appreciated securities and donate the proceeds, you pay capital gains tax on the growth — then donate what’s left. When you donate the securities directly, that capital gains tax disappears entirely.
The result: more of your investment’s value goes toward helping animals.
A tax receipt for the full fair market value of your securities on the date of transfer will be issued to you, which can be used to reduce the tax you pay on your income.
Most publicly traded securities are eligible, including:
If you’re unsure whether a specific investment qualifies, please reach out. We’re happy to help you find out.
To request our securities transfer information, notify us of an incoming gift or if you need help with the donation page, please email juliemc@nbspca.ca or call 506−458−8208.
Please seek independent financial and legal advice before making a gift of securities. The NBSPCA is a registered Canadian charity. Business number: 88852 5268 RR 0001.