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Gift of Securities

Investing in hope is now more effective.

Donating stocks, bonds, or mutual funds is a wise way to steward the resources you've been entrusted with — minimizing your tax burden while maximizing your ability to embolden families on their pathway to resilient, hope-filled futures.

Download the transfer form

The stewardship advantage

Why donate securities?

When you donate publicly traded stocks, bonds, or mutual funds to FH Canada, you transform your investment into immediate change — and your generosity goes much further than a traditional cash gift.

Eliminate capital gains tax

When you transfer shares “in-kind” directly to FH Canada, the capital gains tax is entirely eliminated.

Receive a full-value tax receipt

You receive a charitable tax receipt for the full market value of the shares on the day they reach our account.

Direct 100% of your gift to the mission

Because a portion of your investment isn't lost to taxes, the full value of your gift stays dedicated to building resilient communities.

How it works

How to make your gift

Giving is simple and can be completed in three easy steps.

1

Download the form

Download our Gift of Securities Transfer Form below. It contains all the brokerage information your advisor will need.

Download form →

2

Instruct your broker

Send the completed form to your financial advisor or broker. They will initiate the electronic transfer of shares from your account to FH Canada's account.

3

Notify FH Canada

To ensure we can identify your gift and issue your tax receipt promptly, please email a copy of the completed form to finance@fhcanada.org.

Why it's smarter to give stocks

The chart below is an example of how donating shares directly to FH Canada can increase the impact of your gift — but every situation will vary. Talk with your financial advisor to understand the specific impact of your donation.

ActionSell stock & donate cashDonate stock directly (in-kind)
Market value$10,000$10,000
Capital gains tax~$1,250 (approx.)$0
Impact to mission$8,750$10,000
Your tax receipt$8,750$10,000

A legacy of hope

Naming FH Canada as a beneficiary of securities in your will is a powerful way to reduce the tax burden on your estate while leaving a lasting legacy of compassion for the next generation.

Learn more about legacy giving →

We're here to help

If you or your financial advisor have any questions regarding the transfer process, please reach out to our team. Email finance@fhcanada.org or call 1-800-667-0605, Monday to Friday, 8:00 AM – 4:00 PM PST.

Note: FH Canada recommends that you consult with your financial advisor or tax professional to determine the specific tax benefits of donating securities based on your personal financial situation.

Transform your investment into hope.

Download the transfer form and share it with your advisor — your gift goes to work building resilient, hope-filled communities.

Download the transfer form