How to donate securities

A simple way for your donation dollars to go even further

If you hold investments in a taxable investment account that have appreciated in value, consider donating the investments themselves to JAZZ.FM91. By donating investments that have appreciated in value you will be exempt from the capital gains tax on the donated investment. You’ll also receive a tax receipt for the fair market value of your donation. The combined tax savings when donating in this manner can be notable.

Types of qualifying investments:

  • Shares, bonds or rights listed on a designated stock exchange
  • Mutual funds
  • Exchange-traded funds
  • Interest in related segregated funds
  • Government bonds