Donation of Securities

Making a gift of securities is one of the most tax-effective ways to make a contribution to Heron Hospice Society of Delta.

 

You can completely eliminate capital gains tax by donating your securities instead of selling them, and then donating the cash. If you sell them first, 50% of the capital gain could be subject to income tax.

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Qualifying securities include shares, bonds, warrants, options listed on a Canadian stock exchange, mutual fund shares/units, and segregated fund units.

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How to give

Transferring your appreciated securities to Heron Hospice Society is easy. Please complete our stock donations form and  send the completed form to donations@heronhospice.org.

 

We can help

If you or your advisor have questions about this, or any other type of gift and wish to discuss this in confidence, please email our team.

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Note: The information on this page can help facilitate discussions between you and your advisor. It is not intended as legal or financial advice. We encourage you to consult a qualified professional.

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