Donate Securities
Maximize your impact and reduce capital gains tax by donating publicly listed securities to YWCA Metro Vancouver.
Donating your publicly listed stocks, bonds or mutual funds directly to YWCA Metro Vancouver has advantages for you.
• Reduce your capital gains tax on the value of the donated securities*
• Receive a non-refundable charitable tax credit that will reduce your income taxes*
• Support critical services that help promote women's personal and economic wellbeing, such as affordable housing, child care, employment and training programs, and much more
* Always talk to your financial advisor to determine which investments will make the most financial and philanthropic impact.
How to donate securities
1. Talk to your Financial Advisor
Consult your financial advisor to decide which investments will make the most financial and philanthropic impact.
2. Complete the Transfer Form
Once you or your broker have completed the transfer form and you’ve signed it, it is ready to be submitted to your broker.
Note: If you use a “direct investing” account, please access their online resources to evaluate their donation process.
3. Send a copy of the signed and completed Transfer Form as instructed in the PDF link.
Download YWCA Securities Transfer Form
This may only take 3-5 days but can take several weeks, so plan ahead.
Securities can also be a wonderful charitable gift as part of your will and estate planning.
The benefit of donating publicly traded stocks and mutual funds through your will further reduces the tax impact on your estate. We encourage you to talk to a lawyer or financial advisor before finalizing your will.
Account #8040150313 for YWCA Metro Vancouver held with RBC Dominion Securities Inc.
Dealer 9190 Rep SCP
CUID: DOMA DTC: 5002 EUROCLEAR# 90065
Please work with your broker or financial planner to fill out the YWCA Securities Transfer form.
No. You can also donate without a broker via your financial institution/online platforms. However, a broker can normally help expedite the process as they will work with our office to ensure your donation is processed properly and in a timely manner.
The value of the receipt will be determined by the Fair Market Value of the securities on the date the securities are received at our Brokerage account.
The best time to donate is when you are ready to give. If you are interested in having a tax receipt for a specific tax year, please keep in mind that between December 1 and December 31 is the busiest time of year for donations of securities. We suggest additional time to ensure your donation arrives by the end of the calendar year.
The Budget Implementation Act, 2024, No. 1, also known as Bill C-69, includes several measures introduced in Budget 2024, the 2023 Fall Economic Statement (FES 2023), and Budget 2023. The bill passed into law on June 20, 2024.
The bill includes a number of changes to the Alternative Minimum Tax (AMT) including around the capital gains tax inclusion rate and charitable tax credit. It is important to check with your financial advisor for the most recent advice on tax implications.
Yes. While the transfer itself is handled by our broker, by making us aware of the timing of your transfer, it allows us to ensure the process goes smoothly. This also ensures that we can issue a timely tax receipt.
For more information about donating securities to YWCA Metro Vancouver, please contact Kathy Lilyholm at 604 895 5851 or klilyholm@ywcavan.org.