Stocks & Securities

How it works 

Donating stocks, securities or mutual funds directly to NAIT doesn’t just help us – it can also help you receive significant tax savings. In fact, by gifting marketable securities, you can receive more savings than you’d get from a straight gift of cash. 

For each gift we receive, we’ll issue you an official donation receipt that can be claimed to save on taxes. You won’t need to pay tax on any capital gains, and the market value of the gift is determined at the date the securities are received by NAIT.
 

Making your donation

The easiest way to give is through an electronic transfer from your account to ours by way of a bank or broker. Be sure to consult with your financial advisor about the necessary forms involved in sending securities from one account to another.  

Transferring your gift of securities directly to NAIT is the best course of action to avoid unnecessary tax penalties. 

“It feels really good to reconnect with NAIT and be part of its vision.”

Sean Rayner
Essential Campaign donor and cabinet member, Marketing, '01)

Have Questions?

Our friendly staff are available by phone, email or in person to help you every step of the way.  Contact Us

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