Planned Giving - "Gift of Securities"

GIFT OF SECURITIES

A tax-smart way to donate to
United Way of Saskatoon & Area

The Benefits are Clear…….


If you sell a security, you pay tax on 50% of the capital gain.  However, if you donate a gift of securities to United Way the taxable capital gain is completely eliminated AND you receive a tax receipt for the full market value of the security in the amount of the closing trading price on the day United Way receives the security.  This multiplies the impact of the tax benefit of your charitable giving.

The Process is Simple  …….

  1. Notify the Director of Resource Development at United Way of Saskatoon & Area prior to the actual transfer of shares. We will then alert our Broker (Edward Jones) of the impending transaction.
    Phone: 306-975-7702

  2. Fax/deliver the Share Transfer Form on the reverse of this page to your Investment Advisor.  Instruct your Advisor to complete the form and initiate the transfer. Your Investment Advisor must initiate the transfer of the gift.

  3. Have your Investment Advisor fax or email a copy of the completed Share Transfer Form to Erin Paquin, Edward Jones at erin.paquin@edwardjones.com or fax Erin at 877-630-7715. Please also have a copy faxed or emailed to United Way of Saskatoon & Area, Attention: Director of Resource Development.
    Email: mpotter@unitedwaysaskatoon.ca or Fax: 306-244-0583

If you have any questions, please contact Erin Paquin or Colette Gerow, Financial Advisor at Edward Jones (306-955-4951) or phone the Director of Resource Development at United Way of Saskatoon & Area (306-975-7702).

Thank you for your continued support of United Way. Your generous gift helps ensure a stronger and more caring community. United Way invests in a balanced, diversified portfolio of programs and initiatives that address Saskatoon and surrounding area’s most pressing issues.

     Donating Securities to United Way… it’s fast, it’s easy and both you and your community benefit.