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Publicly Traded Securities

Gifts of Publicly Traded Securities

During 2006 the Federal Government introduced tax incentive opportunities for individuals who give publicly traded securities and mutual funds to charities. When you give a gift of publicly traded securities to Alberta Wilderness Association you will eliminate the capital gains tax you would have paid in the past. If you own stocks or mutual funds that have grown in value, you can reduce your personal taxes and make a significant charitable tax-receiptable gift at the same time. Some brokerage houses will forego the fees for such charitable transactions – saving you even more.

The form posted on this page is easily downloaded and provides you with a checklist and details for making the transfer. A charitable receipt is issued for the value of the securities at close of the market on the day the gift is transferred to AWA.

Your gift will make such a difference to our wilderness legacy during your lifetime.

Download the Gift of Public Securities to AWA Form

With rare exception cattle ranchers have been the best of guardians of the land entrusted to them. May we continue to be conscientious caretakers of this precious resource and hand it on to another generation unspoiled.
- Gerald Brewin, Rancher in the Taber area 1929 - 2016
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