Make a gift of securities
Your gift of securities not only makes a significant difference in the lives of those affected by Alzheimer's disease and other dementias, it is also one of the most tax-efficient ways to support the Alzheimer Society of Canada.
When you donate securities directly to the Alzheimer Society of Canada, you can avoid capital gains tax. This means your donation goes further—and helps more people.
How to Make a Gift of Securities
Donating securities (stocks, mutual funds, or employee stock options) is a straightforward process. Just follow these steps:
- Download the Transfer Intent Form : Start by downloading our easy-to-use transfer intent form.
- Complete the Form: Fill it out with the details of your donation.
- Work with Your Financial Advisor: Share the completed form with your financial advisor or broker, and they will handle the transfer on your behalf. Don’t forget to share a copy of the completed form with us at the email below to receive your tax receipt.
- Receive Your Tax Receipt: Once the securities have been transferred, you will receive a charitable tax receipt for the fair market value of the securities at the time of the transfer.
Send a copy of your form and any questions to plangiving@alzheimer.ca or call 1-800-616-8816 ext. 2951. We're here to provide guidance and support throughout the process.