Gift Securities

Make a Lasting Impact

Donating a gift of securities is a meaningful way to support people experiencing homelessness while also offering valuable tax advantages. When you donate publicly listed securities—such as stocks, mutual funds, or segregated funds—directly to a registered charity, you are not taxed on the capital gains from those investments.

Giving this way is simple. Securities can be transferred electronically, or you can deliver endorsed certificates to the Calgary Drop-In Centre. To begin the process, just complete our securities transfer form and provide it to your financial advisor or broker. Once submitted, your advisor will release the securities to us, and our financial institution will handle the rest.

If your securities have increased in value, selling them would normally trigger capital gains tax. By donating them directly to the Calgary Drop-In Centre instead, you can reduce or eliminate that tax while making a powerful impact on the people we support every day.

For more information, please contact us at donations@thedi.ca or 403-699-8296.

Download our Donation Agreement Form
Download the Charitable Donation Form

Frequently Asked Questions

What is a gift of securities?
A gift of securities is a donation of publicly listed investments, such as stocks, mutual funds, or segregated funds, directly to the Calgary Drop-In Centre. It’s a simple way to make a meaningful contribution that may also offer significant tax benefits.
Why should I donate securities instead of selling them first?
When you donate securities directly to a registered charity, you are not taxed on any capital gains. If you were to sell those securities yourself, you would owe tax on their appreciated value. By giving them directly to the Calgary Drop-In Centre, you can reduce or eliminate that tax while maximizing your impact.
Is it difficult to transfer securities?
Not at all. The process is quick and secure. You can transfer securities electronically, or by delivering endorsed certificates. Simply fill out our securities transfer form and share it with your financial advisor or broker. They will handle the transfer on your behalf.
Will I receive a tax receipt?
Yes. The Calgary Drop-In Centre will issue a charitable tax receipt for the fair market value of your securities on the date they are transferred to us.
Can my estate donate securities as part of my legacy planning?
Absolutely. Donating securities through your estate can provide meaningful tax advantages and reduce capital gains for your beneficiaries, while creating a lasting impact in support of people experiencing homelessness.