Ways to JoinDonate appreciated stocks, bonds, mutual funds, flow-through shares or stock options and take advantage of tax benefits.
A gift of securities is a cost-effective way to support the Joseph Brant Hospital Foundation, immediately or through a gift in your will. When you donate publicly traded securities, you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market and donate proceeds of sale to the Joseph Brant Hospital Foundation.
Benefits to you:
- Joseph Brant Hospital Foundation staff work with you and your advisors to ensure a smooth transfer and prompt donation receipt.
- You will receive a tax receipt for the fair market value of your securities (the closing trading price on the day we receive them).
- Your donation will be exempt from the capital gains tax that would otherwise apply to the sale of your securities.
Making a gift of securities is easy. Simply download and complete our Securities Transfer Form
For more information, please contact Ashley Davidson, Director of Major Gifts, at 905-632-3737 ext. 3474 or at firstname.lastname@example.org