Nick Hawkins

A gift of stock or mutual funds can yield a wealth of benefits for you and for the Nature Trust.

By directly gifting stocks or mutual funds to the Nature Trust, you avoid capital gains tax on the appreciated value of your donated stocks. You also receive a charitable tax deduction for the fair market value of the stocks. So you receive significant tax benefits, and the Nature Trust receives the full value of the stocks.

It’s a very straightforward process. Simply print and complete this form and give a copy to the Nature Trust and a copy to your broker.

How Does it Work?

When you donate stocks or mutual funds you transfer ownership of the stocks to the Nature Trust. We can then issue a donation receipt for the fair market value of the securities on the date of transfer.

If you choose to sell the securities and gift the cash proceeds to the Nature Trust, then you will pay capital gains tax on the appreciated value of the securities.

Here is an example:

OPTION 1 OPTION 2
Sell Stock & Donate Cash Donate Stock Directly
Value of stocks $10,000 $10,000
Initial cost base $2,000 $2,000
Capital gain $8,000 $8,000
Taxable capital gain (50%) 4,000 $0
Tax Credit (50% x $10,000) $5,000 $5,000
Tax on gain (typical) $2,000 $0
TAX SAVING $3,000 $5,000

Please contact the Nature Trust to learn more about donating securities.

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