Skip to main content
eSSENTIAL ACCESSIBILITY Crisis Centre

Securities

A gift of securities (stocks, bonds, and mutual funds) gives you the opportunity to provide vital support for innovative education programs that will meet the needs of students and contribute to the economy regionally, nationally, and internationally.

You can include the University of Ontario Institute of Technology (UOIT) as the full or partial beneficiary of the securities in your portfolio. Making a charitable gift of securities is often more cost effective than writing cheques as any taxable capital gain realized in a qualifying gift is exempt from taxation.

BENEFITS OF GIFTS OF SECURITIES

By including securities in your estate plan as a gift to the university, your estate will receive a charitable tax receipt for the fair market value of the security and will be exempt from capital gain taxation. This means that you will receive the benefit of all of the capital gain appreciation to reduce taxes payable on other income.

University of Ontario Institute of Technology logo