Make a Lasting (Tax Efficient) Impact

 
A gift of securities is one of the most tax-effective ways to support the Grand Theatre. Eligible securities include stocks, bonds, mutual funds, segregated funds, flow-through shares, and employee stock options. When you donate publicly traded securities, you avoid paying capital gains tax on the appreciated value and receive a charitable tax receipt for the full market amount of your gift. Contact, Heather Siskind-Levite, Director of Development, hsiskind-levite [at] grandtheatre.com (hsiskind-levite[at]grandtheatre[dot]com), 519-476-9126 x 251 to discuss.
 

How to make a gift of securities:

• Download the Charitable Donations of Securities Form
• Contact the Development Department at the Grand Theatre and advise us that you would like to make a gift of securities and complete this form.
  • If you work with an investment advisor, inform them of your plans to make a gift of securities. They can assist you in filling out the form.
  • If you self-manage your investments, we can assist you to complete the form, and guide you through the transfer process.
• Your advisor or investment firm will contact our brokerage firm representative to complete the transfer
• A charitable donation receipt will be issued to you for the closing price of the securities on the day that they are received by the Grand Theatre’s brokerage firm.
• When preparing your tax returns for the current year, complete the Capital Gains on Gifts of Certain Capital Property Form from Canada Revenue Agency.

Donations over $20 will receive a tax receipt and include benefits through our Donor Benefits Program. Donations of $100 and higher are listed in our House Program throughout the season. To answer any questions or provide assistance, please contact Farrell Tremblay, Individual Giving Coordinator at ftremblay [at] grandtheatre.com (ftremblay[at]grandtheatre[dot]com) or 519-672-9030 x 246.

The Grand Theatre is committed to protecting your privacy and maintaining the confidentiality of your personal information. Please click here to view our Privacy Policy.

Grand Theatre Charitable Registration Number: 119214278 RR0001
Grand Theatre Foundation Charitable Registration Number: 119214260 RR0001