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Easy transfer form

Give stocks, bonds, mutual funds or other publicly-traded securities and have an immediate impact on our programs.

Donating securities is one of the most cost-effective ways to support Ocean Wise and protect our ocean.

A gift of publicly-traded securities, such as stocks, bonds or mutual fund units is a great way to help protect our ocean. It is also the least expensive way to make a gift to Ocean Wise.

If you own publicly-traded securities that have increased in value and you decide to sell them, 50 per cent of the capital gain is taxable. However, if you donate these securities “as is” to Ocean Wise, you will not pay any tax on the capital gain. The charitable tax credit you receive will offset tax on other income.

Transferring your securities to Ocean Wise is easy. Please contact your broker with details of the securities you wish to transfer along with the Ocean Wise account information. Your broker will contact our agent to arrange the transfer to our account. Once received, our agent will inform us of the gift and the current market value at closing on the day it was received into our account. You will receive a charitable gift receipt for this amount.

Please contact us for more information at mylegacy@ocean.org.

Note: This information can help facilitate discussions between you and your advisor. It is not intended as legal advice. We encourage you to seek advice from a qualified professional.

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