Your compassion can continue for generations.
Turn your investments into hope.
Donations of Securities.
Donating publicly traded securities can be a meaningful and tax-efficient way to support SUMS Place. Your gift helps provide safe shelter, nourishing meals, personalized casework, and a welcoming community for people experiencing homelessness and poverty.
By donating eligible securities directly rather than selling them and donating the proceeds, you may also receive valuable tax benefits.
A gift with greater impact.
Eligible gifts may include publicly traded shares, bonds, mutual fund units, and other securities listed on a designated stock exchange.
When qualifying securities are donated directly to a registered Canadian charity, the donor may benefit from a zero capital-gains inclusion rate. A charitable tax receipt may also be issued based on the securities’ fair market value when the transfer is completed.
Your gift can help reduce your tax liability while directing more support to SUMS Place and our neighbours who rely on our services.
Begin your transfer.
Before initiating a transfer, please contact SUMS Place at info@sumsplace.ca or call us directly at 604-581-5172. Our team will discuss the next steps, as well as provide the required documents and financial account information for your bank, broker, or investment advisor.
Information your
advisor may need.
Legal name: SUMS Place Society
Charitable registration number: 86328 5615 RR0001
Address: 10776 King George Boulevard, Surrey, BC V3T 2X7
Phone: 604-581-5172
Email: info@sumsplace.ca
Speak with a professional advisor.
The information on this page is general in nature and does not constitute financial, tax, or legal advice. Tax treatment varies according to individual circumstances and applicable regulations.
Before donating securities, please speak with your financial, tax, or legal advisor to determine whether this type of gift is right for you.