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.
You can make a Gift of Securities in just four easy steps:
Consider which investments will make the most financial and philanthropic impact. To help you plan please use the gifts of securities calculator.
To arrange a gift, contact Verna Chen, Director of Stewardship and Legacy Giving, at 416-438-2911 ext. 6040 or firstname.lastname@example.org. Verna will send you the Notification of Gift of Securities form.
Instruct your broker to complete the Notification of Gift of Securities.
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: