ROM Governors

Give a Gift of Securities

By making a direct gift of publicly traded securities to the ROM, you can achieve far greater tax savings than by donating the cash proceeds from the sale of the securities.

When you make a gift of stocks, bonds, futures, options, or shares in mutual funds, you pay no tax on the capital gains earned. This could provide a tax saving of up to 50 per cent. A charitable tax receipt is issued for the fair market value of the securities on the date they are transferred to the ROM.

To make a donation of securities to the ROM, simply instruct your financial institution or broker to transfer your gift of securities electronically or via certificate form to the ROM Governors. This is a great way to reduce the out-of-pocket expense of making a donation. It’s cost-effective and straightforward.

Gift of Securities Form (PDF)

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