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Gift of Securities

Providing benefit to both you and your community

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 in three easy steps

1

Clarify any questions

If you have any questions prior to donating, please contact Janice Van Coughnett, Director of Philanthropy, Wellspring Calgary, at 403-521-5292 ext 306

2

Get the forms

Download the Single Security Transfer Form or the Multiple Securities Transfer Form. Sign and fax or scan it to Wellspring Calgary.

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.

Contact Us

For more information, please contact Janice Van Coughnett, Director of Philanthropy, Wellspring Calgary, at 403-521-5292 ext 306.

Our legal name: Wellspring Calgary
Our charitable registration number: 809013675 RR0001

Wellspring Calgary
1404 Home Road NW
Calgary, AB T3B 1G7