Stock, Bonds, & Mutual Funds

The United Way receives thousands of dollars each year in the form of Stocks, Bonds, Mutual funds, and other appreciated equities.  Many donors donate the equities to receive a charitable donation receipt that can be used for tax credit purposes in the full amount of the equities in the current year, while others will donate shares or other equities in their will which not only provide your estate with a tax credit upon death saving your heirs potentially thousands of dollars in tax payments, but also eliminates the need for your executor to spend time to research the original cost to calculate the capital gains, since donors and estate donors of stocks avoid all capital gains anyway.

To donate stocks today, and receive your receipt in a week or two for the full market value of the stocks/mutual funds, please download the form below and fax the completed form to your broker, (and to the United Way, or notify us in some other way so we know who to receipt), OR, please feel free to stop by our office at 420 East Street North, Sarnia and we will fax the form for you while you wait and give you a copy for your files.  If you have any questions, please call us.  We also suggest you consider contacting your trusted financial advisor.

Download Form Here


1362 Lambton Mall Road, Unit 10
Sarnia, ON N7S 5A1

(519) 336-5452 x 7