Gifts of Securities

By donating publicly traded shares to United Way Peterborough & District, you will not pay the capital gains tax normally associated with such a sale. This means you receive a tax receipt for the full value of the shares but are NOT taxed on any gain. Donors of securities therefore do not need to take any capital gain into income. Your charitable receipt will reflect the closing price of the shares on the date they are received in United Way’s brokerage account.

Note: Actual shares must be transferred to United Way. If shares are sold and then the proceeds donated to United Way, the enhanced tax benefits do not apply.

Please click here for the Donation of Publicly Traded Securities Form. If you’d like more information, please contact our office: 705.742.8839.

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