A gift of shares of a publicly traded company to the Shrine can have several financial benefits including opportunities of substantially reducing personal income taxes.

Donating publicly traded securities (stocks and mutual funds ) that have appreciated in price can be very advantageous. When you donate to the Martyrs’ Shrine, there is no capital gains tax on any gains from the sale of these securities. You have the double advantage of receiving a much larger tax credit and the amount of the donation is larger because the amount that would have otherwise been payable to the Government for taxes is donated to the Martyrs’ Shrine.

Please download and print the Donations of Securities Form.

Donation of Securities Form

For more information please contact your securities advisor and The Martyrs’ Shrine office at 705-526-3788.

All calls are confidential.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

Life insurance can be a useful and very low-cost way of making a gift to the Martyrs’ Shrine.
The premiums you pay (in the case of a donated policy) are eligible for a charitable income tax credit each year. It often makes a larger gift affordable and proceeds are paid promptly from the insurance company to the Martyrs’ Shrine and not reduced by taxes or fees from an estate.
For more information please contact the Martyrs’ Shrine office at 705-526-3788.
All calls are confidential.
This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

RRSP’s have proven to be extremely popular over the past 20 years or so. In simple terms, individuals can contribute yearly income to an RRSP and will receive a tax refund based upon their individual tax rate and the amount contributed to the plan.
All income earned within an RRSP (dividends, interest, capital gains, etc.) are not subject to tax and individuals expect these funds to grown and provide an important supplement to retirement pensions, Canada Pension Plan, Old Age Security, etc. At age 71, RRSPs must be converted (or “rolled over”) to a Registered Retirement Income Fund (RRIF).

You can also have your minimum withdrawals from your RRIF come directly to the Martyrs’ Shrine which will be tax free and you are also eligible for a charitable income tax credit each year.

For more information please contact your Financial Advisor and The Martyrs’ Shrine office at 705-526-3788.

All calls are confidential.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

An endowment is a gift that lasts. The original capital of the gift/Endowment Fund is preserved in a secure investment. The income is used for the Martyrs’ Shrine. The Endowment Fund can consist of cash, securities, paid-up life insurance policies as well as personal and real property. Contributions to an Endowment Fund can have significant income tax advantages. Donors contributing an Endowment of $10,000 or more can have their name attached to the Fund.
For more information please contact The Martyrs’ Shrine office at 705-526-3788.

All calls are confidential.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

Gifts of personal property be made in various ways: outright, residual interest or to fund a charitable remainder trust. Gifts “In Kind” can be as simple as small collections (stamps and coins) or items of larger value like art, musical instruments and real estate.
For more information please contact The Martyrs’ Shrine office at 705-526-3788.

All calls are confidential.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

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