Gifts of Stock

You can make a significant gift to the environment by donating securities (in the form of stocks or mutual funds) directly to us.

Donors who transfer securities directly to charities are exempt from the capital gains tax, making this type of donation very beneficial to both the donor and the charity. Here’s how it works:

  • To avoid incurring a capital gains tax, donors can transfer their securities directly to Sierra Club Canada Foundation.
  • We then promptly sell the securities after the transfer. - Please note - if you intend to donate securities to Sierra Club Canada Foundation before the end of year 2017, you can do so via CanadaHelps until we have our trading account finalized with our banking institution. CanadaHelps will provide you with the charitable tax receipt on our behalf. Please be sure to specify Sierra Club Canada Foundation as your charity of choice.
  • The donor avoids the capital gains tax, and we benefit from an immediate and significant gift.
  • You will receive a tax receipt for the full market value of the shares on the day the securities are transferred to Sierra Club Canada Foundation.

Here's an example:

Gifts of Stock - example chart

If you intend to donate securities, please feel comfortable in providing advance notice to:

Melissa Munro

Director of Development and Communications