• placehold

    Gifts of publicly listed securities

    A tax efficient gifting strategy.

Donating publicly listed securities such as stocks, bonds and mutual funds traded on approved stock exchanges can be a very tax efficient strategy for your clients.

Get in touch to learn more:

Should you have any questions or require additional information, our charitable giving advisors are available to assist you.

Geoff C. Graham, CFRE

Charitable Giving Advisor
902 442 7196

Lori Scott

Lori Scott

Charitable Giving Advisor
902 442 7199