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Gifts of Securities

Donate appreciated stocks, bonds, mutual funds, flow-through shares or stock options and take advantage of tax benefits.

A gift of securities is a cost-effective opportunity to transform an asset into immediate and significant support for Grace Church on-the-Hill. By donating publicly traded securities, you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market and donate
the proceeds from the sale to Grace.


​Securities can include stocks, mutual funds, segregated funds, bonds and flow-through shares. Another option may be to exercise and donate your employee stock options. Stock options are a common form of employee compensation, and gifts of stock options are a cost-effective opportunity to transform this employee benefit into immediate and significant support for Grace Church on-the-Hill. By donating stock options in the same year of exercising them and within 30 days after exercising, donors receive a tax receipt for the market value of the donation and eliminate the tax liability related to exercising the option.

The benefits of donating securities include:​

  • Donating securities often allows you to make a more substantial gift to Grace Church than you could afford by using cash

  • You get the satisfaction of seeing your gift put to good use today

  • You receive a charitable tax receipt for the value of your gift

  • No capital gains tax paid on the disbursement of the securities


Three simple steps:
Donating a gift of appreciated securities is simple.

  1. Determine with your financial advisor which investments will make the most philanthropic and financial impact.

  2. Contact us and let us know you have decided to make a gift.

  3. Instruct your broker to transfer your securities directly to Grace Church on-the-Hill c/o TD Waterhouse #217858A (Canadian Securities) or #217658B (for U.S. Securities)


For more information about making a gift of securities, or if you have already done so please contact office@gracechurchonthehill.ca or call us at 416-488-7884

An example of how a gift of securities works:

Therefore, it is more beneficial to donate your shares directly to the Church rather than cashing them and donating the proceeds.

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