Gift of Securities

Gift of Securities

There is a generous Canadian tax benefit to donating publicly traded stocks, bonds or mutual funds.  See the brochure attached to understand these advantages.

Donations of securities are handled by the Archdiocese because they have a trading account.  They will issue the charitable tax receipt and forward your donation to St. George’s parish once the securities have been sold.  To start the process download and complete the stock transfer form below and follow the instructions.  Please make sure that you advise St. George’s of what you are planning.  Transferring stocks to charities is an awkward financial process.

For further information contact:

        accounting@saintgeorges.ca  for help from a St. George’s representative

                          or

        At the Archdiocese:

France Hotte
at 613-738-5025 ext. 314
or france.hotte@ottawacornwall.ca