Leave a Legacy

Bequest

Think about leaving a legacy gift to the Unitarian Fellowship of Regina. Let us know if you’d like to learn more about this option to invest in the Fellowship’s future. Drop the Treasurer a line at ufr.treasurer@sasktel.net to discuss your planned giving.

Donating stocks through your will
You can also donate stocks through your will and receive tax savings for your estate. For more information, or if you are the executor of someone else’s will and would like to distribute shares from the estate, please contact ufr.treasurer@sasktel.net

Direct donation of Securities

Why donate securities? You get a tax break and a tax receipt.

It’s straight-forward too. Please confirm with your financial advisor, broker or estate planner. In a nutshell, if you sell shares, you pay a tax on any increase in value since you purchased them (capital gains tax).  Instead, donate the shares to the Unitarian Fellowship of Regina through Canada Helps.

As a registered charity, CanadaHelps sells the securities without tax and immediately deposits the proceeds to the Unitarian Fellowship to continue our work. We’ll give you a tax receipt for the fair market value of those securities at the date of transfers. 

How to donate securities

    1. Complete a Canada Helps form for transferring Gifts of Securities. Use the donate securities button on this website.
    2. Complete and sign the form on your computer using Adobe Reader or print the form and then complete and sign it by hand.
    3. Send the form to your financial advisor and authorize them to initiate the transfer on your behalf. You may want your advisor’s assistance in filling out the details of the securities you wish to transfer.
    4. Ask your advisor to send a copy of the form to Canada Helps to ensure your gift is handled smoothly and efficiently. The form should be sent via email to: ________________ @Canada Helps.org
    5. Once your donation has been received (this can take up to a few days – or weeks in the case of mutual funds), we will contact you to confirm that the transfer has been completed and to thank you for your generous gift! Unitarian Fellowship of Regina will issue you a tax receipt for the trading price of the securities on the date that they are received in our account.