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Benefits of Donating Securities - Leadership Giving With Tax Benefits
Benefits of Donating Securities
Donating securities is a tax-effective way to make a significant gift to the theatre and ensuring a vibrant and thriving arts community for years to come.
By donating securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. The fair market value is based on the closing price on the day the securities are received in Theatre Calgary’s account. You will receive a charitable tax receipt for this value.
How To Donate Securities:
Use Theate Calgary’s PDF Form
Download form found here.
Email completed form to Trish Matheson, Interim Director of Development.
Once the shares have been received by Theatre Calgary, a tax receipt will be issued to you for the fair market value. This being the closing price, on the date the shares are received by Theatre Calgary.
Funds will support Theatre Calgary’s immediate needs to produce innovative, impactful, and diverse programming while offering artists paid mentorships and training, as well as an array of community outreach programs.
Theatre Calgary Endowment Foundation
You may also choose to donate your securities to the Theatre Calgary Endowment Foundation. The Theatre Calgary Endowment Foundation is an endowment fund created to support the long-term operations of the organization. Funds received by the Foundation are held in perpetuity.
A portion of the return earned on the endowment fund is contributed annually to Theatre Calgary. The Foundation operates independently and at arms-length from the Theatre Calgary and is overseen by the Trustees of the Theatre Calgary Endowment Foundation Board.
If you would like to direct your donation to the Theatre Calgary Endowment Foundation, please download this form and email Trish Matheson, Interim Director of Development.