Donate Securities or Stocks

Donate Securities or Stocks

Donating publicly traded securities or stocks is one of the most tax-effective ways to support our mission. When you donate securities directly to us, you eliminate capital gains tax and receive a charitable tax receipt for the full market value.

Why Donate Securities or Stocks?

Eliminate capital gains tax on appreciated securities

Receive a charitable tax receipt for the full fair market value

Increase your impact without reducing your cash flow

Simple to do with big benefits for you and our community

How It Works

You instruct your broker to transfer shares to our brokerage account.

Once we receive the securities, we issue a charitable tax receipt for the fair market value on the date received.

We sell the securities and use the proceeds to support Shalom Residences’ programs and services.

Important: To qualify for these tax benefits, the securities must be transferred directly to Shalom Residences Foundation and not sold first by the donor.

Please call or email us to receive

Information for Your Broker or Financial Advisor

admin@shalomresidences.com
204-582-7064
1033 McGregor St. Winnipeg, MB R2V 3H4