Donating publicly listed securities, such as stocks, bonds, or mutual funds to Inter Pares is a tax-efficient way to help us change the systems that are at the root of global inequality.
When you transfer stocks directly to Inter Pares, you do not pay any related capital gains tax, and you will receive a tax receipt for the full value of the stock on the day it was transferred to Inter Pares.
It’s a simple process of connecting brokers to do the transfer on your behalf. You can use our Gifts of Stock Transfer Form.
Lorraine Hudson, Community Engagement Manager firstname.lastname@example.org 613-563-4801