Give Listed Securities

Making a gift of securities to St. Joseph's Health Centre Foundation can be more advantageous than donating cash.  By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation. Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. You can give now, or as part of your estate and will planning. Giving is simple. Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to St. Joseph's Health Centre Foundation by completing the appropriate transfer form. Learn more about making a charitable gift through listed securities by downloading the info sheet below.

Securities Sheet + Securities Donation Sheet +

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