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Home » Planned Giving » Gift of Stocks and Securities

Gift of Stocks and Securities

A gift of appreciated publicly traded securities is a simple and tax-effective way of supporting York University.

When you donate publicly traded securities (including stocks, bonds, and units of mutual funds that are listed on the Canadian or U.S. stock exchanges) you are not required to pay tax on the capital gains.  You’ll also get a tax receipt for the full appreciated value of the donated stock.

The receipt value will be based on the closing trading price on the day that the stocks are received in York’s brokerage account. 

For more information on making gifts of stocks or securities, please see the PDF resources below or contact us directly.

Sample Gift of Securities

The following chart illustrates the cost-saving potential of gifting stocks or securities.

Option 1 Sell shares and gift cashOption 2 Donate shares directly
Current market value of shares$35,000$35,000
Original cost of shares$10,000$10,000
Capital gain*$25,000$25,000
Tax on capital gain*$6,250$0
Total tax savings from

*The chart above assumes a marginal tax rate of 50%
This financial information is provided for illustrative purposes only. It should not be relied upon as a substitute for professional
advice. If you are considering a gift of securities, please contact your financial and/or tax advisors.