Peace Arch Hospital Foundation Projects: Give a Gift of Publicly Traded Securities

Give a Gift of Publicly Traded Securities

Donating publicly traded securities and stock is an easy and tax-smart way to support Peace Arch Hospital.

You will receive a tax receipt for the full appreciated value of a donation of publicly traded securities or stock, and you will not have to pay capital gains tax.

How to Make your Gift

To make a gift of publicly traded securities to Peace Arch Hospital simply follow these steps:

  1. Download a Share Transfer Form 

  2. Complete all sections, especially the CUSIP # which is provided by your broker/investment advisor and identifies your transaction to avoid transfer delays.

  3. Provide a copy of the completed form to your broker/investment advisor who will be responsible for the transfer.

  4. Provide a copy of the completed form to Peace Arch Hospital Foundation. Forms can be sent by email to Sean Kenny or mailed to:

    Sean Kenny
    Philanthropy Officer, Leadership Giving
    Peace Arch Hospital Foundation
    15521 Russell Avenue
    White Rock, BC V4B 2R4

  5. Call us at 604.535.4520 ext. 754431 or email Sean Kenny to let us know to expect your donation.

    **Please note: Your tax receipt will be valued based on the price when the securities are received in the Foundation’s investment account,

Infographic

Infographic 1 JPEG Large

Related Video

Estate Planning - Gifts of Publicly Traded Securities with Dave Lee VIDEO

Estate Planning - Gifts of Publicly Traded Securities with Dave Lee
"For several years now I've been donating shares, including common stocks and mutual funds, and it's a breeze. And best of all, there are no calculations required. It gives me great pleasure to donate to my hospital, with the knowledge that I am contributing to the care and welfare of others in a meaningful way."
Dr. Barbara Olson

Resources for Professional Advisors

If you’re a professional advisor, we want to help you help your clients. We understand the critical work professional advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams, and we want to arm you with the tools you need to double your impact! 

Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. Together with your clients, you can help them make a gift that can significantly reduce the tax burden, while making a meaningful contribution to the future of health care at Peace Arch Hospital and the White Rock/South Surrey community for years to come.

Visit our Information for Professional Advisors page for more resources, videos, downloads, event opportunities, and more!

BACK TO LEAVE A GIFT IN MY WILL
Back to Ways to Give