Donate Securities or Mutual Funds
When you give directly to Small Change Fund, you make all the efforts that other people are making – all the advocating, organizing, problem-solving, protecting and more – a lot more effective. It’s that simple.
Sometimes people donate by selling stocks, bonds or mutual funds, then donating the after-tax proceeds. That is very generous!
But If you donate those securities directly to Small Change Fund and we sell them via our professional investment advisor, you will likely have a larger amount to give, and you will receive a larger charitable tax receipt.
That’s because when you do this (in most cases), you will pay no tax on the capital gains of your securities, so you can donate their full increased value. Both you and the grassroots work of Small Change Fund win.
You can also save your charitable tax credits for future tax returns within five years of the transaction.
This is a powerful way to make more change and get more back. If you’re curious, email Kim Bilous, our VP-Development, at kim@smallchangefund.ca for a friendly no-obligation chat.
You can download a copy of the details and information needed in the downloadable form below – feel free to review this with your financial advisor. If you are ready to donate now, click our fillable form.