Gifts of Securities
There are as many ways to give a gift or donation. In addition to donating online and in person, we also accept gifts of Securities. For Canadians, selling appreciated securities can result in significant capital gains tax. Donating securities to charity can provide significant tax relief. Listed securities include stocks, bonds, mutual funds and certain income trust units that are publicly traded through an exchange.
Features of Gifts of Publicly Traded Securities:
• Donation receipt for the fair market value of the asset
• Donate up to 75% of annual income – with 5 year carry forward beyond
• Irrevocable gift with more tax savings than cash gifts
• 100% elimination of capital gains taxation!
• The CGHS Foundation pays no tax on the sale of the asset
For more information, access our Securities Information Sheet:
Download our Securities Transfer Form for detailed instructions to make a donation.
Have Questions? We Can Help
Willard VanderPloeg, Charitable Giving Advisor
519-376-2121 ext. 2736 or 519-986-3040 ext. 6178
To find out more about making a Legacy Gift to support our hospital in Centre Grey, please contact us. We would be delighted to work with you and your advisors to arrange a gift that best suits your objectives.
What is Your Will Power?
Centre Grey Health Services Foundation, along with the four other foundations that support the Brightshores Health System, is a proud partner in the national Will Power movement. Learn more about the impact your Will can have for patient care at Brightshores Health System, Markdale Hospital. Visit: http://www.willpower.ca
GBHS Foundations gratefully acknowledge the support of Bayshore Broadcasting for the Will Power campaign throughout Grey Bruce.
This information provides a brief overview on planning a gift to Centre Grey Health Services Foundation. The information is general in nature and is subject to change according to individual circumstances. You should always consult your own professional advisors for detailed information tailored to your own circumstances and to confirm applicable tax benefits.