GIFTS OF SECURITIES
Contributing a Gift of Securities to Wellspring Calgary is an easy and tax-smart way to ensure that necessary supports, programs and resources are available for individuals and their families who are healing after a cancer diagnosis. Your gift can either be applied as an immediate donation, or for those interested, can be received as an Endowment Gift of Security. In either case, your gift will make a difference forever, as Wellspring Calgary continues to offer its supports and resources, free of charge, with no referral, for as long or as briefly as needed.
Making a Gift of Securities has never been better. Since the 2006 Federal Budget eliminated the capital gains tax for donations to registered charities, it has become even more financially advantageous for you to give in this manner. You will receive a tax receipt for the full appreciated value of your donation without incurring any capital gains tax.
Wellspring Calgary makes it easy to make Gifts of Securities by offering a streamlined electronic transfer process:
| Step One |
Contact our Executive Director, Patti Morris |
| Step Two |
Download and fill out the on-line transfer form. |
| Step Three | Obtain Wellspring Calgary’s account number and instruct your Broker to initiate the trade and transfer shares. Once Wellspring Calgary has the shares and signed Transfer Form, your gift of shares will be valued at the closing price on that day. |
We have opened our doors to support individuals and their families who are healing after a cancer diagnosis, but there’s never been a greater need or a better time to give to Wellspring Calgary. Read more about the benefits and process for giving gifts of securities.
If you have any further questions about Wellspring Calgary or the tax incentives, please contact Patti Morris at: 403.521.5292.
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