PUBLIC SECURITIES


The donation of stocks, bonds or mutual funds which have appreciated in value is a tax effective way of partnering with Epic Opportunities Foundation. Eligible securities include listed or publically-traded securities, including:

 

  • Stocks and bonds
  • Treasury bills
  • Warrants and futures traded on approved stock exchanges
  • Mutual funds offered by Canadian mutual fund management companies

 

Gifting a public security to Epic Opportunities Foundation will help to reduce the tax on your capital gain (the difference between what you paid for a security and its current value). By donating a security you receive a charitable tax receipt for its value the same as you would for donating an equal amount in cash.