Gifts of Securities

Donating a gift of securities to the Ottawa Regional Cancer Foundation is both simple and tax effective. Recent changes in the Federal budget have eliminated income tax on capital gains of a donation of publicly traded securities. Gifts eligible for this preferred tax treatment can be funded with any one of the following securities:

  • Prescribed bonds
  • Units of mutual funds
  • Shares, warrants and bills that are listed on the stock exchanges prescribed by Revenue Canada

Please consult your own professional advisor for information specifically related to your circumstances and to confirm tax benefits.

How to get started:

You will need to advise your broker/advisor of the following information:

  • The transfer of securities will be made to the Ottawa Regional Cancer Foundation.
  • The transfer is to be made in negotiable form.
  • The transfer should be made to TD Waterhouse, Private Investment Counsel.

Please print the Gift of Securities form and fax it to Mark Lalonde or Rebecca Tam at the number below.

Mark Lalonde
Tel: 613.782.1230
Fax: 613.782.1261

Rebecca Tam
Tel: 613.782.1194
Fax: 613.782.1261

The Ottawa Regional Cancer Foundation recognizes the potential volatility in daily market prices and the need to act quickly and efficiently in representing the interests in both our donors and the Ottawa Regional Cancer Foundation. The value of the gift and the resulting tax receipt will be determined by the value of the securities at the close of trading on the date received.

For questions or further information about making a stock gift to the Ottawa Regional Cancer Foundation, please contact:

Josée Quenneville, Manager, Principal Gifts
613-247-3527 ext. 264,