A gift of publicly traded securities is one of the most tax-effective ways to give. When you donate securities directly—like stocks, mutual funds, or bonds—you eliminate the capital gains tax you’d pay if you sold them first. You’ll also receive a full charitable tax receipt for the value of your donation.
Whether you give now or as part of your estate planning, a gift of securities can have a lasting impact on episcopal leadership in the Diocese of Algoma.
To make your gift
Download and complete the Securities Transfer Form (PDF), then provide it to your broker or advisor.
Learn more about how gifts of securities work
Download our Gifts of Appreciated Securities chart (PDF) for a simple illustration of the tax benefits of donating securities directly.
Contact Us
If you have questions or would like to discuss your gift, please contact:
Jennifer Baron
Chief Financial Officer, Diocese of Algoma
jennifer.baron@dioceseofalgoma.com
705-256-5061
