Gifts of Securities

Supporting Huron and saving taxes

A gift of securities to Huron University College can be both tax-effective and help keep Huron a first-class community of learning for its students.

The tax advantages

Since May 2006, donations of publicly listed securities such as stocks, bonds and mutual funds to public charities have been exempt from capital gains tax. This offers donors the opportunity to realize major tax savings while at the same time supporting the first-class educational experience offered by Huron University College. Donors may make a gift of securities to support a particular area of college life, such as scholarships, bursaries, the library, international studies, and volunteer service.

The following example shows how, if you own securities and wish to donate them to Huron, considerable tax savings are possible:

Gifts of securities to Huron
Market Value	$25,000
Original Purchase Price	$15,000
Capital Gain	$10,000
Tax Payable on Capital Gain	$0
Tax Credit from Gift	$11,250
Net Cost of Gift	$13,750

The above assumes a marginal tax rate of 45 per cent.

How to make a gift of securities to Huron

Making a gift of securities is straightforward and can be done in a way which works best for you and your broker. The link below provides all the necessary information to do this.

How to make a gift of securities to Huron University College

Making a Gift of Publicly Listed Securities

For more information on gifts of securities to Huron, please contact:
Ken Andrews at kandrews@huron.uwo.ca

In 2006, Huron alumna Helen Moore made a gift of securities to Huron for a bursary in her late husband's name.
Helen Moore's gift to Huron

Contact

If you have any questions or wish further assistance, please contact:

Ken Andrews
Executive Director, University Advancement, Huron University College
Executive Director, Huron University College Foundation
Phone: 519-438-7224 ext. 271
Fax: 519-438-5226
Email: kandrews@huron.uwo.ca

Charitable Registration Number
Huron University College Foundation 11896 5706 RR0001