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

Instead of selling your stocks, bonds or mutual funds and donating the proceeds, eliminate capital gains tax by donating them directly to the Unitarian Fellowship of Regina through Canada Helps.
You can support our work by transferring securities to the Unitarian Fellowship of Regina and avoid paying the 50% capital gains tax. As a registered charity, we can then sell the securities tax free and use the proceeds to continue our work.

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 average trading price of the securities on the date that they are received in our account.