✓ Reduce Your Capital Gains Tax
Donating publicly traded securities directly to Broadview can eliminate the capital gains tax that would otherwise apply when you sell appreciated securities. That means more of the value of your investment can go toward supporting Broadview’s work.
✓ Increase the Value of Your Gift
When you donate securities that have increased in value, you can give the full appreciated value without first selling the investment and paying capital gains tax. It can be an effective way to make a significant gift.
✓ Receive a Charitable Tax Receipt
Broadview will issue a charitable tax receipt based on the fair market value of the securities at the time they are sold, typically within one business day. The receipt can be used to claim a charitable tax credit on your income tax return.
✓ Give Without Using Cash
A gift of securities allows you to support Broadview without taking money from your bank account or reducing your available cash.
✓ We’ll Help Make It Easy
Transferring securities is a straightforward process. Broadview’s sponsorship form (below) provides you with the information you need.
✓ Invest in the Future of Independent Christian Media
Your gift helps Broadview continue its work as Canada’s only independent, progressive Christian media organization—bringing thoughtful journalism, spiritual depth and opportunities for meaningful dialogue to Canadians.
5 Easy Steps to Give Securities
Giving a gift of publicly traded securities to Broadview is simple. Download the Gift of Securities form and complete each section so we can process, track and receipt your donation accurately.
1. Provide Your Information
Complete the Donor Information section of the form, including your contact details and preferred method for receiving your charitable tax receipt.
2. Add Your Broker’s Details
Fill in the Broker Information section with the contact information for the financial institution or broker handling your transfer.
3. Tell Us What You’re Giving
Complete the Securities to be Transferred section, including the name and details of each security you wish to donate.
4. Ask Your Broker to Initiate the Transfer
Contact your broker, give them the Gift of Securities form and instruct them to transfer the securities to Broadview.
5. Send Broadview a Copy of the Form
Please ensure your broker emails a PDF of the completed form to j.bell@broadview.org. We’ll confirm that we’ve received your information and let you know when the securities have been transferred. Your charitable tax receipt will be issued according to the preference you selected on the Gift of Securities form.
How Your Gift Is Valued
For receipting purposes, the value of your gift will be determined using the closing price of the security on the day the securities are received by RBC Dominion Securities, in accordance with applicable Canada Revenue Agency guidelines.
Please Seek Professional Advice
Broadview strongly recommends that you seek professional advice from a financial adviser to ensure your financial goals are considered and that your tax situation is reviewed to determine if a gift of securities is right for you.
Questions? Contact Us!
Karen Seunarine, Major Gifts and Planned Giving Manager
k.seu@broadview.org 1-800-936-4566 ext 228