Gift of Securities

Gift of Securities  

Photo by Tim Ennis

Did you know that a gift of securities (stocks, bonds, mutual funds) can be a creative way to see your charitable and financial goals met? There are many ways to support HAT through charitable donations – don't forget about this lesser-known option.  

Gifts of securities are a quick way to transform your assets into significant support for conservation that is relatively cost-effective to you. When you donate securities to a registered charity, you pay no capital gains tax on the transfer of the security, and you received a charitable tax receipt for the full value of the security at the time it is received.  

Here’s how you can make a Gift of Securities to HAT 

Contact your financial advisor for guidance on which of your investments could offer you the impact you’re looking for.  

Photo by Tim Ennis

Ask your financial advisor to transfer your appreciated securities to Habitat Acquisition Trust’s brokerage account. You can download a “securities transfer form” here to help you through this step. 

If you handle your brokerage online and have a web account, please contact the financial institution to receive the appropriate forms and/or instructions to transfer your securities to HAT and our account. 

Once the securities are transferred to HAT, you will receive a tax receipt for the full value of the gift based on the price of the securities at the time they were received. 

Please let HAT know that you are sending us a gift of securities by calling us or emailing us (our contact information is below). Please note: This article does not constitute financial advice. 

The HAT Office: 250.995.2428 
Email the HAT Office at: hatmail@hat.bc.ca