Donating securities is a great way to support Scott Mission programs. When you donate shares, mutual funds, or bonds, you will receive a tax receipt for the full amount of the donation. Depending on your financial situation, you may avoid capital gains tax on these donations and the benefit of no capital gains tax paid.

To initiate the donation process, please download the securities transfer form, fill it out, and send it to your financial advisor. Additionally, send a copy to donate@scottmission.com.

Transfer Form

The 2023 federal budget introduced significant changes to the alternative minimum tax system (AMT) that may impact some donations. These changes will be effective for tax years beginning after 2023. We recommend consulting with a professional advisor for more information on how this may impact you. 

Budget 2024 implementation bill: How Bill C-69 could impact you | Grant Thornton

We recommend consulting with a professional advisor for more information. 

For any questions or concerns, please feel free to contact Kendra Hickton at Phone: 647-465-7757 or khickton@scottmission.com. Thank you!