Support Indwell with a Gift of Non-Cash Assets

Donating securities can be an effective way to support Indwell that will also provide you with significant tax advantages.

Donating securities can be an effective way to support Indwell that will also provide you with significant tax advantages. When you donate publicly-traded securities or mutual funds that have appreciated in value you will receive two kinds of tax savings: a tax credit in the form of a charitable tax receipt for the full value of the assets and elimination of the taxable capital gains on the disposition of these assets. (Note: You won’t receive this tax advantage if you decide to sell securities or mutual funds and make a donation from the proceeds of the sale.)

This kind of donation can be a convenient way to help Indwell in supporting those seeking health, wellness and belonging. You transfer ownership directly to Indwell’s broker; Indwell then issues you a charitable donation receipt that reflects the fair market value of the securities on the date they were received. If your donation exceeds the amount eligible for a tax credit in the year your donation is made, you can carry your excess charitable tax credit forward for up to five years.

To find out more about this giving option or other ways to support Indwell programs, please contact Judy Eising, Director of Donor Relations and Fundraising at 1-866-529-0454 or jeising@indwell.ca.

To arrange a transfer of stocks, shares, units or shares in a mutual fund or units of segregated fund trust or an insurance policy, please contact Chris Finkbiner, Director of Finance at 1-866-529-0454 or cfinkiner@indwell.ca.

ways you can give