MAJOR GIFTS
Gifts of Securities
Gifts of Securities
Give securities.
Make an even greater impact.
Donating publicly traded securities can be a simple and meaningful way to support The Mark Preece Family House.
Instead of selling your appreciated securities and donating the proceeds, you may be able to transfer them directly to a registered charity.
A gift of securities can allow you to support our mission while potentially providing tax benefits. Because everyone’s circumstances are different, we recommend speaking with your financial advisor or tax professional before making a gift.
What can you donate?
Depending on your circumstances, eligible gifts may include:
- Publicly traded stocks
- Bonds
- Mutual funds
- Exchange-traded funds (ETFs)
How to make a gift of securities
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Contact us:
We’ll provide the information and instructions needed to make your transfer. -
Contact your financial advisor or investment firm
Let them know you would like to transfer securities to The Mark Preece Family House. -
Complete the transfer
Your advisor will arrange the transfer directly to our account. -
We will acknowledge your generosity
Once the securities are received, we will issue an official charitable tax receipt based on the applicable rules.
