GIFT OF SECURITIES

One of the most cost-effective ways to support the FAD Foundation Conservancy is with the gift of securities today or through your estate.

Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options.

Benefits of Donating Securities
By donating securities directly to the FAD Foundation Conservancy, rather than cashing them in and donating the proceeds:

You eliminate the capital gains tax
You receive a charitable tax receipt for the full closing value of the securities
You can make the donation easily. The transfer can be done electronically by your broker from your account to the FAD Foundation Conservancy’s account.
Donating securities is easy and efficient:
Contact the FAD Foundation Conservancy to advise us of your gift at +1.416.728.9113 info.fadfoundation@gmail.com  | secretariat@fadfoundation.org

1. Complete the securities transfer form and send one copy to your broker and the other to the FAD
2. Foundation Conservancy by mail, fax, or email.
3. Your broker initiates the trade and transfers your gift of securities to the FAD Foundation
4. Conservancy. This usually happens electronically and within 3-5 business days.
5. FAD Foundation Conservancy sells the securities and receives the current value.
6. You receive a tax receipt for the full closing value of the securities on the day the FAD Foundation Conservancy receives it.

Your gift contributes to preserving a ribbon of wilderness, for everyone, forever.
Please seek professional advice from a financial advisor before making a gift of securities, and for a full explanation of the tax benefits for you.