GIVE A GIFT OF STOCKS AND SECURITIES
Helping to create a better world is the most meaningful investment you can make.
Cuso International sends highly skilled volunteers to work with partner organizations on a range of projects in communities all over the world. When you make a gift of securities to Cuso International, you provide long-term funding that will help ensure this life-changing work continues for years to come.
“I give to help improve lives.”
My life has been full of gifts. Family, career, and a deep involvement with charities. Cuso International connects with people around the world who need a hand up in order to reach their potential so I want to give as much as I possibly can with each and every donation! This is why I choose to make my gifts through securities. Because I don’t pay capital gains tax, more of my money goes directly to improving the lives of others!
– Joan, donor
Under current amendments to the Canadian Income Tax Act, if you give stocks and securities directly to Cuso International, none of your capital gain is taxable as opposed to the usual 50%. You will pay less income tax and receive a charitable tax receipt for the full market value of your donated asset.
Eligibility and Benefits
Eligible securities include:
Stock (shares), bonds, warrants and units in mutual funds that are traded on Canadian, American and/or major international exchanges.
Valuation of the securities:
For the purpose of a charitable tax receipt, valuation will be calculated as of the close of trading on the date the securities are received in Cuso International’s account.
Maximum tax benefits:
In order to obtain the maximum tax benefit, you must transfer the securities to Cuso International as opposed to selling them and donating the cash proceeds.
Advise Cuso International.
Let us know how many shares of which security you intend to donate so we can track the transaction throughout the process. Call: +1.613.829.7445 x205, or +1.888.434.2876 x205.
Transfer the securities.
If the securities are held in your broker’s account, notify your broker using this securities transfer form to authorize an electronic transfer to Cuso International.
Or, if you hold a physical stock certificate, you will need to initiate the transfer. Call +1.613.829.7445 x205 or +1.888.434.2876 x205, or email Melissa.Graham@cusointernational.org
Watch for and retain your tax receipt:
Upon receipt of the value of the securities, Cuso International will issue a charitable tax receipt.
We understand that this is a big decision and that you will likely want to discuss it further before making a commitment. To learn more about the tax benefits of giving securities, as well as the life-changing impact your gift will have, please contact Melissa Graham.
How to reach Melissa
Melissa can be reached, toll-free, at +1.888.434.2876 x205.
Or you can email her at firstname.lastname@example.org
Your information will be held in the strictest confidence. And please know, you’re in no way obligated to continue the journey. A friendly conversation with Melissa is simply a first step – one we hope you’ll take today.