Gift of securities are often a cost-effective way to support UBC. Publicly listed securities, including shares, bonds, warrants, stocks, mutual funds and segregated fund units may be donated.
Connect with your broker to execute the transfer of your gift of securities. Most transfers complete within a few days, but do be aware that mutual funds can take up to 30 business days to transfer.
You receive a charitable tax receipt equal to the mid-point of the trading value or the closing value of the securities, whichever is higher, on the date the securities are received in UBC’s account.
UBC will sell the securities and direct the proceeds to the cause you have specified.
As the CRA introduced new rules in 2024 be sure to connect with your financial advisor to review the tax implications of your gift of securities.
Husband and wife team Glen and Margaret Carlson have a lot in common: they are both graduates of the Faculty of Medicine, and they both share a determination to help students pursue their dreams.
Roy Barnett’s lifelong passion for music inspired him to make a transformational gift to the UBC School of Music. With the support of his wife Gunilla, Roy made a gift of securities to fund a major renovation of the Recital Hall.
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