Donating Stocks & Shares
A donation of publicly listed stocks, shares or securities is one of the easiest and most effective ways to give, while providing donors with significant tax advantages.
- Easy handling – Stocks, shares and securities can be transferred electronically.
- Eliminate taxable capital gains – When you donate stocks and shares directly to BMMF, your taxable capital gains are eliminated.
- Carry forward excess credit – Excess credit may be carried forward for up to five years if your donation exceeds the amount eligible for a tax credit in the year your donation is made.
- Leave a lasting legacy – If you leave shares, stocks or securities to Bethania Mennonite Memorial Foundation through your Will, your estate will receive the same tax benefits.
How it works
The most effective way to donate securities to Bethania Mennonite Memorial Foundation is to transfer the shares electronically from your brokerage account.