Stock Donation
Make Your Gift Go Further—and Make a Lasting Impact
When you donate stocks, you support KERPA in a tax-efficient way, and your contribution makes an even greater impact than if you sold the shares and donated the cash. This means more resources for life-saving emergency care and enhanced support for the Kootenay Region.
If you’re interested in making a stock donation, please reach out to us for guidance.
Inquire
Contact: admin@kerpa.org
How to Donate Stocks to KERPA
- Instruct Your Broker
Contact us at admin@kerpa.org to request our Stock Donation Form. Once complete, share this form with your broker to initiate the transfer. - Notify Us
Send us a copy of the completed form to KERPA so we are aware of your generous gift. Contact details are included on the form. - Receive Your Tax Receipt
Once KERPA receives the transferred shares, we will issue you a tax receipt for the full market value of the donation.
Benefits of Donating Stocks and Securities
Donating stocks and securities can maximize your impact and provide significant tax advantages. Here’s how:
- Increased Contribution
Donations of publicly traded securities, such as shares and mutual funds, are exempt from capital gains tax. This means your donation can be up to 20% more effective compared to selling the stock and donating cash. - Tax Savings
Your generous gift of stock qualifies for a donation receipt for the full market value. This generates a non-refundable tax credit that reduces your income taxes. You can apply this credit in the year of your donation or carry it forward for up to five additional years.
Example Calculation
| Gift Type | Sell Shares and Gift Cash | Gift Shares to KERPA |
| Proceeds of Disposition | $10,000 | $10,000 |
| Adjusted Cost Base | $2,000 | $2,000 |
| Capital Gains | $8,000 | $8,000 |
| Tax on Capital Gains | $1,840 | $0 |
| Donation Tax Credit | $4,600 | $4,600 |
| Net Tax Savings | $2,760 | $4,600 |
The tax rate applied is based on the last dollar of taxable income.
This example is for illustrative purposes only. We encourage you to consult your financial or legal advisor to determine the most tax-effective way to give.
Your stock donation helps KERPA provide critical medical services and support to the Kootenay Region, enhancing the lives of those we serve. Thank you for considering a gift that will make a lasting difference.
💥 Crypto for a Cause 💥
Are you in the crypto space and looking to make a real-world impact?
We’d love to connect with you!
KERPA is now welcoming conversations with crypto holders interested in donating. Your crypto gift can help expand emergency medical services in the Kootenay Region and save lives.
For more information, please contact us at admin@kerpa.org.
