Donating gifts of securities, such as stocks or bonds, or arranging a gift through Life Insurance can be a tax-savvy and smart way of making your gift to support the more than 51,000 Torontonians living with dementia.

A tax friendly and additional way to support AST is through the donation of securities such as stocks, bonds or mutual funds.

When you donate publicly traded securities, you eliminate the capital gains tax that would be payable were you to first sell the stock and then donate the proceeds. Both you and those living with dementia receive greater benefits! While the process is easy, we strongly encourage you to work with professional financial advisors to determine the best way for you to make a gift of stock and receive maximum benefit.

When you are ready to make a gift of stock, please use our Securities Donation Form to arrange for the electronic transfer of stocks from your brokerage account to the brokerage account of AST. You will receive a receipt for income tax purposes with a value based on the closing price of the securities on the day that they are received into the Society’s account, in accordance Canada Revenue Agency (CRA) regulations.

Gifts of publicly traded securities, either gifted today or through your estate plan’s, should be designated directly to the Alzheimer Society of Toronto so that the full value of the appreciated investment obtains the capital gains exemption.

Gifts of stock are a popular way of making a Major Gift to AST. If you would like to speak with someone directly about making a major gift, please contact Martha Spears, Director, Leadership Giving, mspears@alz.to.