Gift of Shares, Securities, Mutual Funds

It’s simple. Making a charitable donation to KidsAbility Foundation is easy and one of the most impactful and efficient ways to give without affecting your personal cash flow, all while providing a tax deduction in the taxation year you make the gift.

Transfer your gift of shares, mutual funds, or publicly traded securities directly to KidsAbility Foundation to:

• reduce your overall taxes
• receive a tax deduction in the year you make your gift,
• take advantage of a special tax rule which reduces capital gains taxes to zero for donated investments that are qualifying securities. 

To make your gift, complete and share this Gift of Shares Form with your financial advisor, along with your consent. A donation receipt is issued for the fair market value of the shares.

Need help with planning? We offer Sample Bequest Wording and a Letter of Intention to help guide you through the process. You can also access and download our Legacy Giving Brochure. If you have any questions, I invite you to connect with me. 

Lisa Talbot
Executive Director, KidsAbility Foundation
519-886-8886 ext.1201

Disclaimer: The information provided is general in nature and is not intended as a substitute for professional, legal, or financial planning advice. KidsAbility Foundation encourages donors to consultant a professional advisor when planning a legacy gift.

Charitable Business Number: 89094 3673 RR0001