Securities

Stock, bonds & mutual funds...

Giving shares of appreciated stock, bonds, mutual funds, and other securities can be an excellent way to make a gift to Olds College. Securities gifts are appropriate for:

Annual Fund contributions
Capital gifts (supporting projects such as the Botanic Garden)
Endowment gifts (supporting student awards and/or program development)

Benefits of Donating Shares

Shares are easily handled and transferred to Olds College
Immediate Tax Receipt
Avoids probate and other estate costs if given prior to death of donor
Gifts of publicly-traded securities are eligible for a a tax receipt for the fair market value (FMV) of the gift.
Securities directly transferred to Olds College are subject to a lower capital gains tax than proceeds of securities given to Olds College

Transfer of Securities

You can simplify the paper work by instructing your broker to transfer securities from your account to the College's brokerage account.

Presentation of Certificate

You may deliver the certificate(s) without any endorsement or signature to our office. A letter indicating how you would like the proceeds directed will ensure that we are able to reflect your values.