Rothesay Netherwood School | Shares & Investments

Benefiting you and others

Along with assisting Rothesay Netherwood School, there are tremendous benefits to you for donating shares and other investments to the School.

As of 2006, when you donate shares directly to RNS, you will not pay capital gains tax normally attached to the sale of securities. You will receive a tax receipt for the full value of the shares.

This policy also applies to bonds, mutual funds and other forms of capital property listed on approved stock exchanges.

Please note: This tax benefit only applies to securities transferred directly. If you choose to sell them and give the proceeds to RNS, you will be taxed on the gains. Your broker can complete the necessary forms to transfer your securities to RNS.

Stocks and securities can be transferred to one of the following:

RNS Foundation Inc. (Canadian funds) or to
Rothesay Netherwood School US Foundation, Inc. (US funds)

Before you transfer your gift of shares, please contact The RNS Development Office (giving@rns.cc or 506-848-0861). We need to know who is transferring the shares in order to issue a tax receipt. We also recommend that you speak with your financial advisor.

Click here for transfer details and portfolio management contacts.
Click here for a Securities Transfer Donation Form (CDN Funds).
Click here for a Securities Transfer Donation Form (US Funds).