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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.
We thank you for your support. To make a gift of securities, simply download our Securities 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.