Donate appreciated investments to avoid capital gains taxes while impacting ocean stewardship!
 
Giving your appreciated publicly listed securities of stock, bonds or mutual funds to Huntsman Marine allows you to positively impact ocean stewardship while receiving a charitable tax credit on the full market value and avoiding the capital gains tax that you would otherwise incur following its sale. This giving strategy allows the donor to increase the amount of your gift without increasing its cost to you.
 
The donor must initiate the electronic transfer of their security, typically through a professional advisor, to Huntsman Marine as the recipient. Please connect with us directly to initiate your security donation at huntsman@huntsmanmarine.ca or by calling 506-529-1200.
 
The below downloadable form must be completed and submitted to Huntsman Marine and TD Waterhouse Canada to provide legal indication that you are the registered holder of the listed shares and their imminent transfer. Note that the top form are for securities denominated in CANADIAN dollars while the bottom form are for securities denominated in US dollars.
 
Charitable Donation of Securities in Kind – Denominated in CANADIAN DOLLARS
 
Charitable Donation of Securities in Kind – Denominated in US DOLLARS
 
Below is an example for illustration purposes, using a combined tax rate of 45% that may vary across provinces, to show the benefit of donating appreciated publicly listed securities directly to Huntsman Marine (OPTION #1) versus selling these same securities then donating the proceeds (OPTION #2). We encourage all prospective security donors to consult with your qualified investment manager and discuss your specific situation.