Donating Stocks and Securities
A donation of stock and/or securities is one of the easiest and most cost-effective ways to help support the Brant Community Healthcare System Foundation. A gift of publicly traded securities ‘in kind’ can provide individuals with the ability to make a significant contribution to the BCHS Foundation. Giving through investments such as equities, bonds and mutual funds to the BCHS Foundation, allows individuals to be exempt from the payment of capital gains tax on any profit created by the fair market value of the donation.
Gifts of stock and/or securities can provide significant tax advantages while benefitting patient care.
See the recommended steps below:
A donation of stock and/or securities is one of the easiest and most cost-effective ways to help support the Brant Community Healthcare System Foundation. A gift of publicly traded securities ‘in kind’ can provide individuals with the ability to make a significant contribution to the BCHS Foundation. Giving through investments such as equities, bonds and mutual funds to the BCHS Foundation, allows individuals to be exempt from the payment of capital gains tax on any profit created by the fair market value of the donation.
Gifts of stock and/or securities can provide significant tax advantages while benefitting patient care.
See the recommended steps below:
Speak to your financial advisor
Email Kari Wilson, Executive Director or Crystal Godwaldt, Associate Director to to have the ‘Donation of Securities’ form sent to your inbox
Complete All Sections of the form.
Send the completed form to your investment advisor who will initiate and oversee the transfer. The BCHS Foundation is not responsible for the transfer.
Notify the BCHS Foundation of the transfer by emailing the completed form to kari.wilson@bchsys.org or call 519-751-5510. This is important because for privacy reasons, shares are transferred to the BCHS Foundation’s account anonymously from the broker. Informing us will ensure that you receive our thanks, appropriate recognition and your official receipt for income tax purposes.