Donating stocks or mutual funds

When you make a gift of securities to Casey House Foundation, you’re becoming a leading supporter in a way that has an immediate impact.

By donating publicly traded securities (appreciated stocks or mutual funds), you eliminate the capital gains tax you would be required to pay if you sold the securities and then donated the proceeds. You will also receive a charitable tax receipt for your donation.

Securities can include stocks, mutual funds, segmented funds, bonds, flow-through shares, and employee stock options. You can give now or as part of your estate and will planning.

Giving is simple. Consult your financial advisor to decide which investment makes financial sense and philanthropic impact, then ask your broker or financial institution to transfer your gift to Casey House Foundation by completing the transfer form below. And finally, please get in touch at to let us know you have made your gift, so we can share our tremendous appreciation.

Marketable Securities Transfer Form 2022

Comparing tax savings of cash and securities donations