Bequests & Planned Giving
Ensure a legacy of theatre excellence for generations to come
Transfer of Securities
Transferring publicly traded securities to Bard on the Beach can be a tax smart way to support Bard. By donating publicly traded securities* you are not subject to capital gains tax on those securities. And, you will receive a charitable tax receipt equal to the fair market value of the securities donated.
To get started with a donation of Publicly traded securities follow these simple steps
- Download this securities transfer form and fill it out with your financial advisor
- Fax this form to Bard on the Beach at 604-737-0425 and our Broker
- Once the securities have been transferred our broker will sell them as per our policy and notify us in writing of the closing bid value on the day the securities were sold.
- We will issue an official tax receipt for the value of the securities?
Talk to your financial advisor or tax consultant today or contact our Development office at 604-737-0625 for more details.
*Eligible securities include shares, debt obligations or rights listed on a prescribed stock exchange, a share of the capital stock of a mutual fund corporation, a unit of a mutual fund trust, an interest in a related segregated fund trust or a prescribed debt obligation.
A gift to the Bard on the Beach Endowment Fund will be held in trust forever. The annual interest generated will help sustain Bard on the Beach for generations to come.
Bard on the Beach Endowment Fund is managed by the Vancouver Foundation. To make a tax deductible contribution or to transfer securities to the Endowment Fund, simply call our Development office at 604-737-0625 for more information.
You can also make a gift on-line by visiting the Vancouver Foundation website. Enter Bard on the Beach under 'specific fund'.
Wills and Bequests
Making a bequest in your will is a simple and effective way to leave a gift or portion of your estate to Bard on the Beach.
A planned gift through life insurance, annuities, or a charitable remainder trust may offer you substantial tax benefits while you are living and/or to your estate upon death.
To initiate a conversation on how to achieve your philanthropic goals contact Robert Carey, Director of Development, at 604-737-0625 ext 227 or email@example.com.