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Gifts of securities

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A gift of securities is one of the most cost-effective ways to support UBC. When publicly listed securities are donated to UBC, the tax on the capital gains is eliminated. Any publicly listed securities, including shares, bonds, warrants, stocks, mutual funds and segregated fund units qualify.

Giving securities

Easy and tax effective

Making the gift is straight forward: As most securities are held electronically, your broker can usually execute a transfer in one or two days. Even mutual funds can transfer quite quickly.

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.

You can deduct the entire gift in the current year or carry tax credits forward for up to five years.

Donor stories

Your support in action

UBC alumni couple “pay it forward” with 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.

Making music through a gift of securities

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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Where can I get more information?

If you would like to learn more about gifts of securities, we would be pleased to help. Please contact us.

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