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Gift of Securities

An attractive way to make a gift

Donating publicly traded securities, such as stocks, bonds and mutual fund units, can be a very attractive way to make a gift.

This is because there is favourable tax treatment related to the taxable portion of a capital gain. You’ll receive a charitable tax receipt for the full value of your donation, and pay no capital gains tax on publicly-traded securities. Securities are equally tax-effective when given today or in the future through a bequest.

In order to realize the tax benefit, you must not sell the securities; rather, you (or your financial advisor) transfer securities directly to The Foundation of Guelph General Hospital and we sell them.

pdf will open in a new window See an example of the benefits of donating appreciated securities.(requires adobe reader)

We thank you for your support. To make a gift of securities, simply download our pdf will open in a new windowSecurities Transfer Form(requires adobe reader). Forward the form to your broker/investment advisor who will handle the transfer and forward a copy to The Foundation of Guelph General Hospital.

A charitable tax receipt will be issued based on the market value of the transferred securities, determined at the close of trading on the day we receive the securities.

The Foundation of Guelph General Hospital’s policy is to sell donated securities immediately upon receipt or as soon as possible thereafter.

It is always best to include your trusted advisors and family when make changes to your estate plan.

If you need more information or have any questions, call Jennifer Hall at 519-837-6422 or jhall@gghorg.ca. Any information exchanged will be held in strictest confidence.