Gifts of Securities

You can have a direct impact on health care in Richmond by donating publicly traded securities. Giving gifts of securities such as stocks, bonds and mutual funds is the most tax-effective way to make a donation as well as ensuring our community receives the best in care, close to home.

If you sell your publicly-traded stocks that have appreciated in value, you are subject to significant capital gains tax. However, by directly donating your appreciated stocks to a registered charity, you pay 0% capital gains tax. In addition, you will receive a tax receipt for 100% of the fair market value on the day the transfer is received by Richmond Hospital Foundation. The resulting tax credit offsets other income.

Making a gift of securities is easy to do.

  1. Download the securities in kind transfer form (view pdf →)
  2. Complete all sections including your name, address and number and type of securities to transfer.
  3. Connect with your broker/investment advisor to confirm all the information is correct in the form. Your broker/investment advisor will be responsible for effecting the transfer.
  4. Please provide a copy of the completed form to Richmond Hospital Foundation so that we are aware of your intentions and ensure you receive a receipt for tax purposes as quickly as possible. Forms can be sent directly to Endora Fan, Senior Manager, Legacy Giving (contact information below).

For more information please contact:

Endora Fan,
Senior Manager, Legacy Giving
(604) 368-1078

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Joyful Giving. Joyful Living.