OnHealthy

Gift of Securities

Making a gift of publicly traded securities to the Fraser Valley Health Care Foundation is one of the most tax effective ways you can give.

Here are 3 things you might want to consider:

  1. When you donate publicly traded securities to the Fraser Valley Health Care Foundation you will not have to pay capital gains tax. You also receive a tax receipt for the fair market value of your shares which will help you reduce your tax on other income.
  2. All you need to do is contact us and ask for a transfer form. Once you have completed the transfer form, give it to your broker to initiate the transfer of shares to the Fraser Valley Health Care Foundation.
  3. When you consider making a gift of securities instead of cash, you may be able to make a larger gift than you thought possible. Your support through a gift of shares would have a wonderful impact on the many services provided at your hospital.

It is a good idea to discuss your personal circumstance with your financial adviser when considering a gift of securities.

For a securities donation form please download it here, or for more information please call 1-877-661-0314 or email.

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