Securities

A gift of securities (stocks, bonds and mutual funds) gives you the opportunity to provide vital support for innovative education programs that will meet the needs of students and contribute to the economy regionally, nationally and internationally.

You can include Ontario Tech University as the full or partial beneficiary of the securities in your portfolio. Making a charitable gift of securities is often more cost-effective than writing cheques, as any taxable capital gain realized in a qualifying gift is exempt from taxation.

Benefits of gifts of securities

By including securities in your estate plan as a gift to the university, your estate will receive a charitable tax receipt for the fair market value of the security and will be exempt from capital gain taxation. This means that you will receive the benefit of all of the capital gain appreciation to reduce taxes payable on other income.