Donate Stocks, Bonds And Other Securities
Gifts of securities to Hamilton Health Sciences Foundation fund medical equipment and patient amenities, innovative research initiatives, essential redevelopment of clinical care spaces, and the education and training of health care providers.
Donating securities lets you take advantage of tax benefits including a charitable tax receipt for the full value of the investment as well as elimination of all taxable capital gains. Due to the generous tax treatment, they often enable donors to increase the amount they are able to donate.
Securities you may transfer as a donation to The Foundation include:
- Mutual funds
- Segregated funds
- Employee stock options
Securities can be donated through your will or at any time using this Securities Transfer Form. The amount of the charitable tax receipt is based on the market value of the securities the day The Foundation receives the investments into our account.
To transfer securities as a donation, please have your broker use our Securities Transfer Form and remember to send us a copy or request a copy of the securities transfer be sent to us.
If you download and complete a Securities Transfer Form, please follow up with The Foundation and provide us with your name and email address.
It is important to discuss giving options with a trusted professional adviser to determine what is best suited for your financial situation.