Stock certificate

Donate Stocks and Securities

Recent tax changes have made it more attractive to donate publicly traded securities. Under new rules in the 2006 federal budget, you may give stocks, bonds, futures and options, as well as shares in mutual funds and you will pay no tax on the capital gain. This greatly reduces the out-of-pocket expense of making such a donation.

To make such a gift is easy. Simply download our Securities Transfer Form and follow the instructions:

Or you can call us at 416-533-9292 or 1-888-203-9990 ext.0, or email us at info@stephenlewisfoundation.org.

Tax receipts will be valued based on the closing price of the date upon which the securities are transferred to the Foundation’s brokerage account.

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