Give a Gift of Securities

Your investments can help move epilepsy research forward.

Donating publicly traded securities, such as stocks, bonds or mutual fund units, is a way to support Epilepsy Canada. By transferring them directly to us, you can benefit from tax incentives and help fund research into better treatments and new options for people living with epilepsy.

When you donate eligible securities directly to a registered charity, the capital gain on the gift may have a zero inclusion rate for income tax purposes. You may also receive a charitable tax receipt based on the fair market value of the securities when Epilepsy Canada sells them.

Why donate securities?

Epilepsy Canada will provide you with a charitable tax receipt for the fair market value of your donated securities on the date they are sold. Your gift may offer valuable tax benefits:

  • Reduce your income tax. Your donation receipt can be used to claim charitable donation tax credits.

  • Carry forward unused amounts. Any eligible donation amount you do not claim in the year of your gift can generally be carried forward for up to five years.

  • Support your estate planning. A gift of securities through your estate may help reduce taxes payable after your death, allowing more of your estate to go to your beneficiaries while supporting epilepsy research.

How it works

  1. Get in touch. Email epilepsy@epilepsy.ca to request our Securities Donation form so you and your broker can arrange a direct transfer.

  2. Ask your financial advisor or broker to arrange the transfer of securities directly to Epilepsy Canada.

  3. Let us know the transfer is on its way so we can take the next steps, and send you your tax receipt once the sale has been completed.

  4. Planning a year-end gift of securities? To help ensure your gift is received in time for a tax receipt for the current year, we encourage you to begin the transfer process by early December. This allows extra time for processing, holiday closures, and any unexpected delays. Considering a gift after that date? Please get in touch so we can help.

Questions? Johanna McDougall, CEO, would be happy to help you get started: jmcdougall@epilepsy.ca.

Please speak with your financial or tax advisor about how a gift of securities would apply to your circumstances.