Donate by Gift of Securities

Thank you, kind human, for considering this gift!


Advantages of Gifts of Securities
Not only will you be supporting a network of inspiring young leaders, gifting your securities also means reducing your capital gains taxes by 100%. When you sell publicly listed securities, you must pay capital gains tax on 50% of the increase in value since you bought them. But if you donate these same securities, you don't pay capital gains tax.

When you gift your securities, you receive a tax receipt for their full market value. This tax receipt can be applied to a maximum of 75% of your other taxable income. Donations in excess of the annual limit may be carried forward and used in any of the five subsequent years.

Things to consider when making a Gift of Securities:

  • Highly appreciated securities provide the means to make a low-cost significant gift.
  • Contact us first at sponsor@jack.org. We will provide you with the information you and your broker need to make giving securities easy.
  • Jack.org will issue you a charitable tax receipt for the fair market value of the gift to be used for tax purposes.
  • The fair market value will be the closing price of the securities on the date the securities are delivered or transferred to Jack.org’s representative.

Instructions:
This form should be completed and submitted to the donor’s broker. The donor is advised to contact Jack.org at sponsor@jack.org to confirm the instructions have been delivered.


Gift of Securities form