Gifts of Securities

Donate securities directly to the University to avoid paying the capital gains tax on your investments.

Donate securities directly to the University to avoid paying the capital gains tax on your investments.

Current legislation in Canada allows you to donate publicly traded securities, mutual funds and bonds to registered charities without having to pay capital gains tax. To avoid paying capital gains tax, the securities must be transferred directly to the University and not cashed first.

Advantages:

  • Donors benefit from excellent tax incentives.
  • The tax receipt reflects the value of the shares on the day of transfer to uOttawa.
  • If a donor’s charitable credits for the year exceed the standard 75% of net income, the donor may carry the excess tax credits forward for up to five years.

To make a gift of securities to the University of Ottawa, contact your broker or financial advisor to initiate the transfer of securities. Then, download and complete our gift of securities form (PDF, 413.61 KB) and mail, fax or email it to:

University of Ottawa, Development Office
190 Laurier Avenue East 
Ottawa, ON K1N 6N5

Fax: 613-562-5127

Email: securities@uOttawa.ca

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