Your Impact Can Go Even Further: A smart year-end giving strategy
November 27, 2025
Your Impact Can Go Even Further: A smart year-end giving strategy
As the year wraps up and many of us reflect on the impact we are making, charitable giving naturally comes to mind. But did you know there’s a joyful way to amplify your generosity and increase your tax savings at the same time?
By donating appreciated stocks or mutual funds directly to Casey House, you can support compassionate health care in your community while taking advantage of one of Canada’s most tax-efficient ways to give.
Why gifts of securities are so powerful
You Get a Double Tax Advantage
Donating publicly traded securities offers two major benefits:
No capital gains tax on the appreciated value
If you own publicly traded securities, stocks, bonds, or mutual funds, that have grown in value, donating them directly to Casey House means you don’t pay capital gains tax on that increase.
If instead, you sold the securities and donated the cash, you would owe tax on the capital gain. Direct donation = no capital gains tax at all.
You receive a charitable tax receipt for the full value
You’ll receive a charitable donation receipt for the full fair market value of the securities on the day the gift is transferred. This amount can be claimed on your tax return, lowering your taxable income.
So, imagine you purchased shares for $5,000 and today they’re worth $10,000. If you sell them, you will pay tax on the $5,000 gain and have significantly less than $10,000 to donate. If you donate them directly, you avoid that tax entirely, receive a charitable tax receipt for $10,000 and Casey House benefits from a larger donation. More impact for Casey House. More tax efficiency for you.
What Can Be Donated
Most publicly traded securities qualify, including:
Stocks
Bonds
Mutual funds
If you’re unsure, your financial advisor can help confirm eligibility
How to Make a Gift of Securities
Making this type of donation is quick and straightforward:
Speak with your financial advisor to decide which securities to give.
Complete the transfer form found on the Casey House website: (Go to caseyhouse.ca → Support Us → Why Donate Securities)
Ask your broker to transfer the securities directly to Casey House.
Notify Kulin Matchhar at kmatchhar@caseyhouse.ca so your gift can be processed and acknowledged promptly.
Your Gift Makes a Difference
When you donate securities, you’re helping Casey House to continue offering compassionate, judgment-free care to people living with and at risk of HIV. Your kindness fuels the programs, services, and community support that make a real difference every day.
Thank you for considering this meaningful way to give. Your generosity doesn’t just add up – it transforms lives.
November 27, 2025
Your Impact Can Go Even Further: A smart year-end giving strategy
As the year wraps up and many of us reflect on the impact we are making, charitable giving naturally comes to mind. But did you know there’s a joyful way to amplify your generosity and increase your tax savings at the same time?
By donating appreciated stocks or mutual funds directly to Casey House, you can support compassionate health care in your community while taking advantage of one of Canada’s most tax-efficient ways to give.
Why gifts of securities are so powerful
You Get a Double Tax Advantage
Donating publicly traded securities offers two major benefits:
If you own publicly traded securities, stocks, bonds, or mutual funds, that have grown in value, donating them directly to Casey House means you don’t pay capital gains tax on that increase.
If instead, you sold the securities and donated the cash, you would owe tax on the capital gain. Direct donation = no capital gains tax at all.
You’ll receive a charitable donation receipt for the full fair market value of the securities on the day the gift is transferred. This amount can be claimed on your tax return, lowering your taxable income.
So, imagine you purchased shares for $5,000 and today they’re worth $10,000. If you sell them, you will pay tax on the $5,000 gain and have significantly less than $10,000 to donate. If you donate them directly, you avoid that tax entirely, receive a charitable tax receipt for $10,000 and Casey House benefits from a larger donation. More impact for Casey House. More tax efficiency for you.
What Can Be Donated
Most publicly traded securities qualify, including:
If you’re unsure, your financial advisor can help confirm eligibility
How to Make a Gift of Securities
Making this type of donation is quick and straightforward:
(Go to caseyhouse.ca → Support Us → Why Donate Securities)
Your Gift Makes a Difference
When you donate securities, you’re helping Casey House to continue offering compassionate, judgment-free care to people living with and at risk of HIV. Your kindness fuels the programs, services, and community support that make a real difference every day.
Thank you for considering this meaningful way to give. Your generosity doesn’t just add up – it transforms lives.
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