Gifts of Securities

A gift of publicly traded securities (stock) is both simple and tax-effective. A gift of securities enables you to make a larger gift at a much lower cost, since you would receive greater tax benefit through a gift of securities than you would if you opted to sell the securities and donate the cash proceeds to OCAD University. With a gift of publicly traded securities, you can eliminate capital gains tax and also realize immediate tax savings.  

Eligible securities

  • Gifts eligible for this preferred tax treatment can include any of the following securities:
  • Prescribed bonds
  • Units of mutual funds
  • Shares, warrants, bills and futures that are listed on the stock exchanges prescribed by Canada Revenue Agency

Benefits of gifting securities

  • Eliminates the capital gains tax owing on the shares
  • Official tax receipt issued for the fair market value of the gift, based on the closing price of the shares on the day the gift is received
  • Choose how your gift is used, e.g., student aid, a particular academic program, or the area of greatest need

Gifts of Securities Transfer Information & Form

Full details about how to make a gift of stock to OCAD U and our stock transfer form.

Contact us

If you would like to discuss donating securities, please contact Melanie McRae, Manager, Donor Services, at (416) 977-6000, Ext. 481.