Donate Securities

A donation of securities or mutual funds is the most efficient way to give charitably. Since capital gains taxes don't apply, our charity receives the full fair market value when the security is sold, and you get a tax receipt which reflects your larger contribution. This allows you to give more and get more.

United Way for the City of Kawartha Lakes

BN: 105454508RR0001

Donation Details

Choose securities donation type

SECURITIES

MUTUAL FUNDS

Name/Description of securityThis field is required

Stock/Ticker symbol

Investment management

Investment platformThis field is required

Account numberThis field is required

Number of shares

Message to charity (optional)

Donor & Tax Receipt Information

Email AddressThis field is required

This is a corporate donation

First NameThis field is required

Last NameThis field is required

AddressThis field is required

Address line 1This field is required

Address line 2 (optional)

CityThis field is required

Postal code

Is this securities donation from a jointly owned account?

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Anonymity

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