Identify the publicly traded securities you want to give to the Université. These securities may include stocks, bonds, or exchange-traded funds (ETFs).
By transferring your publicly traded securities, you turn them into acts of generosity that nurture future generations.
Your donation of publicly traded securities is a powerful tool for shaping the world of tomorrow.
In short, this type of donation makes your support of important causes possible, while optimizing your financial portfolio.
Donating publicly traded securities can help you avoid capital gains taxes while simultaneously having a significant impact on the Brave the way campaign’s initiatives.
Invest in the future by transforming your investments into tools that support the individuals who work to improve our lives.
Make a meaningful impact by transferring your shares to the Université de Montréal. This type of donation allows you to support the Brave the way campaign’s initiatives directly, while at the same time potentially qualifying you for capital gains tax exemptions. This strategic approach not only contributes to education, research, and innovation, but also optimizes your tax position.
Donate publicly traded securitiesIdentify the publicly traded securities you want to give to the Université. These securities may include stocks, bonds, or exchange-traded funds (ETFs).
Contact your financial advisor to begin the process of transferring the securities. Your advisor will guide you through the necessary administrative steps.
Transfer the securities to the Université de Montréal. Your financial advisor can help you fill out the forms required for this transfer.
After the transfer is carried out, you will be issued a tax receipt for the fair market value of the securities, at the time of donation.
Exemption from capital gains tax: When you donate securities, you may be exempt from having to pay capital gains tax.
Charitable donation tax credit: The tax receipt you get for the full market value of the securities at the time of your donation allows you to benefit from a charitable donation tax credit.
Your mutual fund investments can become a powerful philanthropic tool. By choosing to donate these funds to UdeM, you actively support the development of innovative and socially responsible Brave the way projects. Not only does your donation have a positive impact, but it also may qualify for a capital gains tax exemption, making your contribution not only generous, but cost-effective, too.
Donate mutual fundsConsult a financial expert or investment advisor on the best way to donate.
Transfer the mutual funds to the Université de Montréal. Your advisor will guide you through the process.
You will get a tax receipt for the value of the funds at the time of donation, which you can use to optimize your taxes.
As with a donation of securities, the donation of mutual funds can help you avoid taxes on capital gains, and you will get a tax receipt for the total value of the funds at the time of donation.
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By donating publicly traded securities to Brave the way, you are investing in the future, supporting innovative projects directly, and helping to fulfill UdeM’s ambitious goals.
Contribute to scholarships, to open the doors to academic excellence at UdeM to all.
Direct your donation towards innovative projects, reinforcing UdeM’s role as a knowledge incubator.
Support sustainable development and public health initiatives, for a direct impact on the well-being of the community, and of the environment.
Allocate your donation to programs that fight inequality and promote education in disadvantaged communities.
Publicly traded securities can be donated at strategic points in your financial life, offering effective support to Brave the way campaign initiatives, while providing you with substantial tax benefits.
Donate when your publicly traded securities have significantly appreciated in value. This strategy can reduce taxes on capital gains, simultaneously maximizing the impact of your philanthropy.
Incorporate gifts of publicly traded securities into your estate planning. By donating in this way, you ensure that your impact on sustainable development and social responsibility initiatives is a lasting one, perpetuating your values for the benefit of future generations.
Consider donating publicly traded securities during your annual portfolio review. This strategy can help rebalance your investment portfolio, while simultaneously supporting meaningful initiatives.
Talk with your financial advisor to specify which publicly traded securities you want to donate, and to assess the tax implications of your donation. This includes considering their value, and their impact on Brave the way campaign goals.
Once you have donated publicly traded securities, you will receive a confirmation, and updates about how your contribution is being used to bolster key Brave the way initiatives.
Donations of publicly traded securities provide substantial tax benefits, enabling donors to enhance the impact of their generosity and benefit from cost-effective tax breaks. When you donate publicly traded securities, you not only provide effective support to key Brave the way initiatives, but you may also qualify for a capital gains tax exemption. Additionally, you receive a charitable donation tax credit based on the fair market value of the securities
Benefit from a capital gains tax exemption on publicly traded securities donated to UdeM, which helps lower your tax obligations.
Get a tax receipt for the total market value of the securities at the time of the transfer.
Incorporating donations of publicly traded securities into your tax planning strategy maximizes your tax benefits and provides effective support to Brave the way initiatives. This approach allows you to support our projects while optimizing your tax position.
We have answers! Contact us today to talk about how your donation of publicly traded securities can serve the common good.
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