Take Stock of Your Donation Plans

Stocks, bonds, mutual funds or other securities are ways to invest in a healthy financial future. You can transform those assets into a gift that helps ensure the health of the hospital, as part of a tax-smart donation strategy.

Benefits of making a gift of securities to Scarborough Health Network Foundation:

  • No capital gains tax
  • A charitable tax receipt (based on the fair market value of the securities on the day the shares are received into the Foundation’s account)
  • Give now and see your gift put to good use today, or leave the securities in your will
  • Donate part of your stock and retain the remainder for your family
  • Exercise and donate your employee stock options

View an illustration of the benefits of making a gift of appreciated securities.

Click here to download the Gift of Securities Transfer Form

For inquiries please contact Sarah McIntyre at Cidel by phone at 416-645-8744 or email at CANClientServices@Cidel.com.

You may also contact Michele Varela at SHN Foundation by phone at 416-438-2911 ext. 6662 or email at mvarela@shn.ca.

Your broker may contact us directly or if you prefer we can contact your broker to support you in making your donation.

Wills are about taking care of what matters to you, and leaving gifts that make a difference. That’s true when the beneficiaries are institutions as well as people. Many people make a meaningful final gift through a bequest to Scarborough Health Network Foundation.

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