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Special Notice - Save the date for our Annual Meeting, Sept. 22-24 Learn More

One of the most cost-effective ways to support the Bruce Trail Conservancy is with the gift of securities today or through your estate.

Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. 

Benefits of Donating Securities

By donating securities directly to the Bruce Trail Conservancy, rather than cashing them in and donating the proceeds:

  • You eliminate the capital gains tax
  • You receive a charitable tax receipt for the full closing value of the securities 
  • You can make the donation easily. The transfer can be done electronically by your broker from your account to the Bruce Trail Conservancy's account.

Donating securities is easy and efficient:

Download our securities transfer form >

  1. Contact the Bruce Trail Conservancy to advise us of your gift at 1-800-665-4453 ext. 233 or kdurfy@brucetrail.org
  2. Complete the securities transfer form and send one copy to your broker and the other to the Bruce Trail Conservancy by mail, fax or email.
  3. Your broker initiates the trade and transfers your gift of securities to the Bruce Trail Conservancy. This usually happens electronically and within 3-5 business days.
  4. Bruce Trail Conservancy sells the securities and receives the current value.
  5. You receive a tax-receipt for the full closing value of the securities on the day the Bruce Trail Conservancy receives it.
  6. Your gift contributes to preserving a ribbon of wilderness, for everyone, forever. 

Please seek professional advice from a financial advisor before making a gift of securities, and for a full explanation of the tax benefits for you.