Stocks & Securities

Donation of Stocks & Securities

Your gift of appreciated stocks, bonds, mutual funds, flow-through shares or stock options provides you with a tax benefit and can be a significant source of support for the VS.

By donating publicly traded securities, you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market and the VS benefits from the proceeds of that sale.

How to make a gift of stocks or securities:

  1. Determine with your financial advisor which investments will make the most philanthropic and financial impact.
  2. Contact us and let us know you have made your gift.
  3. Instruct your broker to transfer your securities directly to the Victoria Symphony and complete the appropriate transfer form.

Download the Securities Transfer Form