Donations of Stock and Securities

Donations of Stock and Securities

Donating Publicly-Traded Securities

The Ottawa Humane Society can accept different types of securities, including publicly-listed shares, bonds or mutual fund units.

How to give

1. Contact the OHS manager: legacy giving at legacy@ottawahumane.ca, and let us know of your intent to make such a gift.

2. Contact your financial advisor or broker. You will need to provide him/her with written authorization stating your intent to transfer securities from your account to the Ottawa Humane Society’s account. Please tell your advisor the following:

  • The name, number and type (i.e. common or preferred) of securities you wish to donate;
  • The approximate value of the securities;
  • The date you wish to make your donation;
  • Any other relevant information concerning your donation.

3. Once the transfer is complete, The Ottawa Humane Society will provide you with an official income tax receipt, as well as our grateful thanks. The receipt issued by the OHS will be based on the value of the securities as at the close of business on the day they are received by the Ottawa Humane Society.

For more information

The Ottawa Humane Society always recommends that you consult with your own financial advisor(s) before initiating any type of donation of securities.

Legacy Giving resources

If you have any questions or concerns or would like to discuss a gifting option, please send an email.