Shares & Securities

A donation of publicly-listed stocks, shares or securities is one of the easiest and most effective ways to give, while providing the donor with significant tax advantages. The capital gain resulting from transferring securities to a charitable organization is not taxed. The transaction is generally a simple electronic transfer of shares undertaken by the professional advisor but can include gifts of paper shares when that is what the donor holds.

Securities can be donated by downloading this Securities Transfer Form.

Please contact Maureen Harrison, Director of Development at 306-791-9175 or to discuss your plans so we can work with our broker to arrange the contribution.

Donors will receive a tax receipt for the fair market value of their gift on the day it is received into Luther College’s brokerage account.

Please note: This information is not intended as legal or tax advice, and Luther College recommends that you consult with your personal tax adviser regarding charitable deductions, as your tax circumstances may be different.