You can support the best care experiences, close to home.
Donating publicly-traded securities is a tax-smart way to support St. Joe’s.
Donating publicly-traded securities is one of the most efficient and tax-effective ways to support St. Joe’s. By giving shares, mutual funds, or bonds directly, you can make a meaningful difference in patient care while maximizing your charitable impact.
Turn Your Investments into Extraordinary Care
A highly tax-effective way to make an impact
Donating gifts of securities — such as stocks, bonds, or mutual funds — is one of the most tax-efficient ways to give in Canada. When you donate publicly traded securities directly to a charity, you eliminate the capital gains tax you would pay if you sold the assets yourself. That means a larger portion of your investment goes directly to the cause you care about, while you also receive a charitable tax receipt for the full market value.
In both cases, the fair market value of the shares and the tax credit for the shares is the same—but when donating the securities directly to St. Joe’s, none of the capital gain is taxable.
Donating gifts of securities is simple
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. 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.
Please note: Transfers should be initiated before December 15 to be guaranteed a tax receipt for that year. We will do our best to accommodate all transfers when they arrive.
Your gift of securities helps us deliver compassionate, innovative care to our community — today and for generations to come. It’s not just giving back; it’s looking forward.
Want to learn more about giving gifts of securities, contact our team.
