Securities

A gift of publicly traded securities to the University of Waterloo is an impactful way to support students, excellence in teaching and research, and benefit from favourable tax credits.

How it works

Gifts of securities include privately or publicly held shares, bonds mutual funds and stock options. When gifting shares directly, you receive a charitable tax receipt for the fair market value on the day the shares are received by Waterloo (valued at average of high/ low trading price of the day) and you are exempt from capital gains on such gifts. If however, you sell the shares yourself and donate the proceeds, 50 per cent of the taxable gain must be included as income/stock options.

To make a gift of securities

You may initiate an electronic transfer from your broker to Waterloo’s broker using our Letter of Direction for a Gift of Securities.