GIFTS OF SECURITIES/STOCKS

Theatre Calgary accepts donations in the form of stocks, bonds, or mutual funds (gifts of listed securities). A donation made this way is fully tax-receiptable for the market value of the assets donated and these is no capital gains tax levied.

While gifts of cash are the most common way to give, a donation of securities could offer greater tax advantages. Under the recent taxation rules, donors are no longer taxed on capital gains accrued on securities such as public company shares, bonds, mutual fund units and employee stock options, when donated to a registered charity such as Theatre Calgary.

Our policy is to liquidate donations of securities as quickly as practicable in order to receive fair market value at the time of the donation. When directed to do so, we may retain such investments to be liquidated at some future date.

For example, if you donate stock that was originally purchased for $800 and now has a fair market value of $2,000, you will receive a tax receipt from Theatre Calgary for $2,000 and will not pay tax on the capital gain of $1,200.

To donate simply and securely online through Canada Helps click here.

To donate through Theatre Calgary directly, please utalize this form:
Securities Transmittal Form for Theatre Calgary

1. Complete the securities transmittal form and return it to Theatre Calgary at:
   
    Fax: 403-294-7493

    Mail: Theatre Calgary, 220 – 9th Avenue SE, Calgary, Alberta, T2G 5C4 
    
    E-mail

2. Contact your stockbroker with your request to transfer stock (Theatre Calgary’s account and broker information are included on the securities form), and deliver a copy of the securities transmittal form to your financial advisor.

Call Shirley Yurchi-Weber Manager of Individual & Planned Giving at 403-294-7440 ext. 1002 or email to find out more about gifts of securities.