Gifts of Stock

And Other Publicly Traded Securities

Give a gift that makes an immediate impact and receive tax benefits when you support Nikkei Place

Benefits

Tax Savings
Avoid capital gains tax and receive a charitable tax receipt.

Flexible Giving
Gifts of any amount can be made now or through your will.

Ease of Transfer
Most securities can be easily transferred electronically.

Impactful Donation
Your gift supports a vibrant community home to history, culture, and senior care.

Donate Stocks or Other Publicly Traded Securities

A gift of securities to Nikkei Place Foundation can have an immediate impact, as well as let you take advantage of the tax benefits that come with donating publicly traded securities.

Donating publicly traded securities allows you to eliminate any capital gains tax that you would have to pay if you sold the securities and then donated the proceeds. You will also receive a charitable tax receipt for the full market value of the securities you donate.

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

You can donate now, or as part of your estate and will planning. 

How to Donate Securities:

  1. Consult your financial advisor to decide which investments make the most financial and philanthropic impact.

  2. Ask your broker to transfer your securities to Nikkei Place Foundation by completing the appropriate transfer form.

  3. Contact us to let us know you have made a gift, so we can show our appreciation.

Download Securities Transfer Form