Donate Stocks, Bonds and Life Insurance Policies to Habitat

Beneficial For You and the Families We Serve

 

Donating publicly-traded shares or mutual funds to Habitat for Humanity Halton-Mississauga's build programs offers you a unique, tax-smart way of leaving a legacy for years to come.

Your donation of securities can cover a build or home sponsorship, support a specific build project or even establish an endowment fund.

The benefits of donating your securities to Habitat are endless. To start, you pay no tax on the capital gains that have accumulated on the securities. Your donation receipt will also reflect the closing market value of the shares on the day our brokers receive them.

We guarantee

100% of every dollar you give goes right into home building. That's right - no administration costs, just building. That means that you can make a real impact in the life of a family in need.

Get A Charitable Tax Receipt For Your Donation

 

Donations to Habitat that are valued over $100 are eligible for a charitable tax receipt. When you contact us to donate your stocks, bonds or life insurance policy, make sure you indicate that you would like to receive a tax receipt for your donation and we'll email or mail it to you.

Donate your securities to Habitat today

 

To get started, you will need to download the form below and fax a copy to instruct your broker to transfer the securities to Habitat for Humanity Halton-Mississauga brokerage account through our BMO Nesbitt Burns representatives below.

 

 

 

Betty Geddes, PFP

Investment Representative, BMO Nesbitt Burns

#1400- 50 Burnhamthorpe Road West

Mississauga, ON L5B 3C2

Tel. (905) 897-5205

Toll Free 1-800-387-9314

Fax (905) 897-5229

Email: betty.geddes@nbpcd.com

 

Derek Graham

Investment Representative, BMO Nesbitt Burns

#1400- 50 Burnhamthorpe Road West

Mississauga, ON L5B 3C2

Tel. (905) 897-5588

 

Joan Crosty

Investment Representative, BMO Nesbitt Burns

#1400- 50 Burnhamthorpe Road West

Mississauga, ON L5B 3C2

Tel. (905) 897-5202