Marketable Securities

Many donors consider marketable securities a tax-effective way to make a donation as the tax on your investment’s capital gain (the difference between what you paid for the securities and their current value) is reduced to zero. This doubles the savings for you as there are no taxes on the capital gain and you receive a charitable tax receipt for the value of the securities, just as if you donated the equal amount in cash.

The amount of your charitable tax receipt is based on the fair market value of the securities, as determined by their closing price on the date of transfer to the Foundation. Securities eligible for gifting to charity are listed securities or publicly traded securities, which include:
• Stocks and bonds
• Treasury bills
• Warrants and futures traded on approved stock exchanges
• Mutual funds offered by Canadian mutual fund management companies

To discuss how you can best direct your gift to the programs or areas at St. Boniface Hospital that are most important to you, please contact Kris Gutierrez, Vice-President, Development at 204-235-3696 or kgutierrez@stbhf.org

When leaving a gift of marketable securities in your will, St. Boniface Hospital Foundation encourages you to discuss your intentions with your legal and/or financial advisors to help choose the best gift for you.

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