
Donating Publicly Traded Securities
A Smart Way to Give and Save

Donating Publicly Traded Securities
A Smart Way to Give and Save
Make a Tax-Smart Gift - Donate Stocks Without Using Cash
Donating publicly traded securities, such as stocks, bonds, or mutual funds, is one of the most tax-efficient ways to support the Humane Society Hastings Prince Edward (HSHPE). When you donate these securities directly to HSHPE, you receive a tax receipt for the fair market value of the gift at the time of donation.
The major tax benefit is that you are exempt from paying capital gains tax on the appreciated value of the donated securities. Normally, selling these assets would trigger a capital gains tax on any increase in value since purchase, reducing the amount available to donate. By donating the securities in-kind, you avoid this tax — meaning your gift can be larger and more impactful.
Additionally, you benefit from a charitable donation tax credit that can reduce your federal and provincial income taxes, often significantly. You can claim the full fair market value of the securities as a charitable donation on your tax return.