Gifts of Securities

A gift of publicly-traded securities, such as stocks, bonds or mutual fund units is a wonderful way to make a gift to the Moose Jaw Health Foundation.

If you own publicly-traded securities and you decide to sell them, 50 per cent of the capital gain is taxable. However, if you donate these securities "as is" by transferring them to the Foundation, you will not pay any tax on the capital gain. 

Securities are equally effective when given today or in the future through a bequest in your will.

How to Give a Gift of Securities

Transferring securities to the Moose Jaw Health Foundation is easy. To make a charitable gift through a gift of publically traded securities such as stocks or bonds, please complete our step-by-step guide by clicking here.

Once you have completed this simple guide, simply contact your broker or financial advisor and discuss your wish to make a gift of securities to the Moose Jaw Health Foundation. Your broker will contact us to arrange transfer of the securities to the Foundation's brokerage account. Our broker will advise us in writing upon receipt of the securities, as well as the value at closing on the day they were received into our account. You will receive a charitable gift receipt for this amount. The Moose Jaw Health Foundation deeply appreciates your gift to enhance healthcare at our hospital.

Note: The information on this page is meant to help facilitate discussions between you and your professional advisor.  It is not intended as legal advice, but as a helpful guideline.  We strongly encourage that you seek the advice from a qualified and professionally accredited individual.

Copyright 2012 Moose Jaw Health Foundation