Donating publicly traded securities (stocks, bonds, mutual funds) is a powerful way to support the Dartmouth General. A gift of securities can offer significant tax benefits, including offsetting capital gains tax on the appreciated value of the securities. Whether you choose to give now or as part of your estate planning, it’s a straightforward process.
By transferring the securities directly to the DGH Foundation, rather than selling first and donating the proceeds, you may eliminate capital gains tax otherwise owed. You will also receive a valuable tax credit for the full value of the securities.
Simply consult your financial advisor to identify the investments that will make the biggest financial and philanthropic impact.
Then, instruct your broker to transfer the securities to the DGH Foundation using the “Securities Transfer Form.”
Once you’ve arranged for the transfer, please let us know so we can facilitate your tax receipt as quickly as possible.
How To Make a Securities Donation:
Step 1: Download the Securities Transfer Form (PDF)
Step 2: Complete and submit the form to your broker to initiate the transfer.
Step 3: Email a copy of the signed and completed transfer to the DGH Foundation Finance Team at finance@dghfoundation.ca. Finance Team can also be contacted at (902) 460-4615.
For more information, please contact:
Katharine Berrington – Senior Manager, Legacy Giving
katharine.berrington@dghfoundation.ca or (902) 460-4149.
Disclaimer
The information provided is general in nature and not intended to be a substitute for professional legal or financial advice. Dartmouth General Hospital Charitable Foundation encourages all planned gift donors to seek independent legal and/or financial planning advice from their professional advisors.