Gifts of securities (or shares) from your investments can provide you with benefits such as income tax savings, while at the same time, making a positive impact in your community.
You will receive a tax receipt for the full appreciated value and you will not be subject to any capital gains tax on the donated portion. The shares will be tax receipted based on closing bid on the day the shares are received by our broker.
Donate Securities in Three Easy Steps
STEP 1: CLARIFY ANY QUESTIONS
If you have any questions prior to donating, please contact our Development Team at (403) 245-1196 ext 1
STEP TWO: GET THE FORMS
Download the Security Transfer Form. Sign and fax or scan it to Recovery Acres (Calgary) Society. FAX: 403-244-4019
STEP 3: MAKE THE TRANSFER
Once the signed transfer form has been received and approved by Wellspring Calgary, you will be given Wellspring's account information. You can then instruct your broker to initiate the trade to transfer your securities to Wellspring Calgary.
For more information, please contact our Development Team at (403) 245-1196 or email firstname.lastname@example.org
Our legal name: Recovery Acres (Calgary) Society
Charitable Registration Number: 11911 1961
Recovery Acres (Calgary) Society
1835 27 Avenue NW
Calgary, AB T2T 1H2