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.

Next Steps:

You can make a Gift of Securities in just four easy steps:

Step 1:

Consider which investments will make the most financial and philanthropic impact. To help you plan please use the gifts of securities calculator.

Step 2:

To arrange a gift, contact Verna Chen, Director of Stewardship and Legacy Giving, at 416-438-2911 ext. 6040 or vchen@shn.ca. Verna will send you the Notification of Gift of Securities form.

Step 3:

Instruct your broker to complete the Notification of Gift of Securities.

Step 4:

Click here to save the Gift of Securities Form to your download folder.
Fax/email/deliver a copy of the completed form to the Foundation’s broker:

c/o Sarah McIntyre
60 Bloor Street West, 9th Floor
Toronto, ON
M4W 3B8
Telephone: 416-645-8744, Fax: 416-977-7650.