Donating Stocks, Securities and Life Insurance Gifts

Canadians donating stocks/securities

For Canadians donating stocks or securities, Canada Helps issues a tax receipt for the value received from brokerage partners for the date the assets were received. Benefits of a charitable donation of stock in Canada are that capital gains taxes do not apply – you can give more and pay less taxes.

United States

In the United States, the IRS mandates that we issue an acknowledgement/receipt of the ticker symbol, number of shares and the date it was received. Your broker or tax advisor will advise you of the value to claim for your US tax return.

To donate stocks or securities to our US 501(c)3 organization, please contact us at donations@pacificwild.org.

Adding Pacific Wild to your life insurance policy

Many people have older life insurance policies, or have no current beneficiaries for their policies. To make Pacific Wild an included beneficiary on your life insurance policy, please contact your broker.

Generally there are three ways you can donate to a registered non-profit through a life insurance policy:

  • Take out a new policy with the charity as the sole beneficiary;
  • Name the charity on an existing life insurance policy;
  • Transfer ownership of an existing policy to the charity and receive a tax receipt for the cash value of the policy.

After you determine an amount or percentage, provide the following information:

CANADA

Pacific Wild Alliance
1529 Amelia St.
Victoria, B.C. V8W 2K1
250-380-0547

BN 859807828RR0001

UNITED STATES

Pacific Wild Alliance Inc.
1567 Highlands Drive NE Suite 110-#373
Issaquah, WA
USA 98029-6256

Registered 501(c)3 charity number EIN 46-4018715