Your gift today will ensure tomorrow’s wishes and give hope and happiness to children with a life-threatening medical condition.







Donate gifts of publicly traded securities

Thanks to the federal government’s elimination of capital gains tax on gifts of publicly traded securities, like stocks, bonds, or mutual funds, you no longer pay capital gains tax when you donate appreciated securities to public charities.

When individuals sell an appreciated stock or mutual fund, they’re required to pay tax on 50 per cent of their capital gain. However, if they donate the securities to charity, they pay no capital gains tax. This makes appreciated stock one of the most cost-effective ways to donate to Make-A-Wish!

To donate securities, download our “Gifts of Publicly Traded Securities Share Transfer” form. Forward this form to your broker to initiate the trade and transfer the shares to Make-A-Wish Foundation of Canada.


Leave Your Legacy

Pass along the power to make wishes come true for future generations by including a legacy gift to Make-A-Wish in your estate plans.

Your gift today will ensure tomorrow’s wishes, and give hope and happiness to children living with a life-threatening illness.

Your legacy for wishes can take several forms:

  Bequests: make a gift to Make-A-Wish through your will
  Life Insurance: use an unneeded policy or create a new policy to make your donation
 Appreciated Securities: donate appreciated stocks, bonds, or mutual funds and take advantage of the best tax benefits

A legacy gift should take your personal financial situation and needs into account. We recommend that you consult with your lawyer and/or financial advisor to determine what kind of legacy gift would be best for you, your heirs and your estate.

Bequests:

The most commonly planned gift is a charitable bequest. Making a bequest to Make-A-Wish Canada in your Will allows you to make a gift from your estate. You can designate a specific gift amount, or contribute all or a portion of your estate. Benefits include:

• Your cash resources won’t be affected while you need them during your lifetime.
• The final taxes to be paid on your estate may be significantly reduced, which can be a big advantage for your heirs.

Please note, if you die without a Will, the government will appoint a public trustee who will decide how the assets of your estate will be distributed. Make sure your wishes are honoured by having a Will.

Life Insurance:

A gift of life insurance is a creative way to help build our long-term financial strength without diminishing your own.

You can purchase a new life insurance policy and designate Make-A-Wish the beneficiary, or make us the beneficiary of an existing life insurance policy. Benefits include:

• By paying small premiums during your lifetime, you can support wishes with a significant gift upon your death.
• You’ll receive tax credits on the premiums that you pay each year.

Gifting Securities Through Your Estate:

You can donate publicly traded securities like stocks, bonds or mutual funds to Make-A-Wish either during your lifetime or in your Will.

Thanks to the federal government’s elimination of capital gains tax on gifts of publicly traded securities like stocks, bonds, or mutual funds, when you donate appreciated securities to Make-A-Wish Canada as part of your estate plans:

• You won’t have to pay any capital gains tax on appreciated securities if they are donated directly to Make-A-Wish Foundation of Canada.
• You or your estate will receive tax credits that will lower income tax payable.

To discuss any of the above ways to support wish granting now and in the future, please be in touch with Jayne Fry, Director, Major Gifts at jayne.fry@makeawish.ca or at 1-888-822-9474, extension 231. Thank you!