Did You Know You Can Donate Securities?
Did you know that donating publicly listed securities such as stocks, bonds, or mutual funds is one of the most tax-effective ways to support Story Money Impact? When appreciated securities are donated directly to a registered charity, the capital gains tax on those investments can be eliminated. This means your gift may go further while reducing your taxes.
A donation of securities helps Story Money Impact continue bringing documentary stories to communities across Canada through film screenings, conversations, and community engagement work.
Why This Type of Gift Matters
Gifting publicly traded securities can be one of the most efficient ways to support SMI. Since these donations are not subject to capital gains tax, more of your contribution goes directly toward supporting communities, strengthening relationships, and sharing stories that matter.
Many donors are surprised by how simple the process is and how much impact a securities gift can create.
How to Donate Securities
You can complete your entire donation online through Canada Helps. Most advisors and brokers already know the process well.
Here’s how it works:
Visit the CanadaHelps Securities Donation page
https://www.canadahelps.org/en/donate/donate-securities/Enter your donation amount
Under Charities and Allocations, search for Story Money Impact listed as SMI Film Society
Charitable number: 781117932RR0001Add your information and submit
Canada Helps will generate a Letter of Direction and send it to you and your broker
Print, sign, and share the letter with your broker to complete the transfer
If you or your advisor have questions at any point, we are always happy to help.
We’re Here If You Need Us
If you would like more information about donating securities or planning a future gift, you can reach us at:
Story Money Impact
Email: accounts@storymoneyimpact.com
You can also speak with your financial advisor about whether a securities donation is right for your giving goals.