Donating publicly-traded shares or mutual funds to Plan International Canada offers you a tax-smart way of making a gift.
You will need to instruct your broker to transfer the securities to Plan International Canada’s brokerage account and inform us by completing the Securities Transfer Form (PDF)
- You pay no tax on the capital gains that have accumulated on the securities.
- Your donation receipt will reflect the closing market value of the shares on the day our brokers receive them.
- Your donation of securities can cover your child sponsorships, support a specific project, or establish an endowment fund.
Ontarians Jack and Lynn Brooks had been donating to Plan since 1982 when Lynn gave Jack the gift of sponsoring a child. But it wasn’t until their daughter, who works as an accountant, suggested they consider donating securities to Plan that they discovered there was a more tax-effective way to make their donations count.