A donation of securities or mutual fund shares is the most efficient way to give charitably. With a donation of securities or mutual funds, capital gains tax does not apply, allowing you to give more by not paying tax on capital gains.
For more information, please view the following Gift of Securities Forms. There are two separate forms, one for those using self-directed online investment platforms, and one for those using a traditional broker.BROKER FORM
For more information please contact:
Director of Planned Giving
Ph: 250-862-4300 ext. 27011EMAIL COLLEEN