Give a Gift of Securities

Your investments can help move epilepsy research forward.

Donating publicly listed securities, such as shares, bonds or mutual fund units, is a tax-efficient way to support Epilepsy Canada. When you transfer them to us directly, you can benefit from valuable tax incentives while helping 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. This means you may pay no capital gains tax on the increase in value. You will also receive a charitable tax receipt for the fair market value of the securities on the day they are received in Epilepsy Canada’s account.

Why donate securities?

Epilepsy Canada will provide you with a charitable tax receipt for the full fair market value of your securities on the date they are received. 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 

  2. Ask your financial advisor or broker to transfer the securities directly (“in kind”) to Epilepsy Canada. To keep the tax benefit, please don’t sell the securities first and donate the cash.

  3. Let us know the transfer is on its way so we can watch for it. We’ll send your tax receipt once the securities arrive in our account.

  4. Planning a year-end gift? We encourage you to start the transfer by early December to allow time for processing, holiday closures and 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.