Donating Gifts of Shares and Securities to RMHC® Alberta
A gift of securities is another method of planned giving that has great benefit both to the families who stay with us and your taxes.
When you transfer stocks, bonds, mutual funds, and other publicly traded securities to RMHC® Alberta, you will receive a tax receipt for their value and avoid paying capital gains tax.
We recommend you consult with your financial advisor when planning any legacy gift. You may also wish to ask your financial advisor about charitable gift annuities.
How to donate securities
Consult with your financial advisor to decide which investments make the most financial and philanthropic impact.
Ask your broker to transfer your securities to RMHC Alberta by completing our gift of securities transfer form below.