Gift of Securities
Make life better for those living with dementia while taking advantage of tax benefits.
Download our stock and securities donation form here.
Donate stocks, bonds and mutual funds to make life better for those living with dementia while taking advantage of tax benefits on your appreciated securities
When you give a new or existing life insurance policy to the Alzheimer Society of Nova Scotia, you’re turning small monthly premiums into a significant gift.
Benefits to you:
- Donations of appreciated publicly-listed securities to the Alzheimer Society of Nova Scotia are exempt from capital gains tax.
- You will receive a tax receipt for the full fair market value of the security based on the closing trading price on the day it is received.
- Your charitable donation can be claimed up to 75% of your net income and any unused donation amount can be carried forward over the next five years.
- If you have appreciated stock, you may wish to use this incentive to contribute a meaningful gift to the Alzheimer Society of Nova Scotia.