A Tax Friendly Way to Give
Donating securities in kind is a cost-effective way to make a lasting impact at St. Joseph’s. When you give a gift of publicly traded securities, you are exempt from paying tax on the realized capital gain and receive a charitable receipt for the full amount of your donation.
Securities include stocks, bonds, mutual funds, segregated funds, flow-through shares and employee stock options. You can give now or pledge a gift for future in your will.
Speak with your financial advisor to determine what makes financial sense for you. Your adviser can help you make a gift of securities by completing the Charitable Donation of Securities form. We accept donations of shares through the following brokerage firms.
Please contact us at 519-646-6085 to advise us of your forthcoming donation.
- Your Donation Matters Here
Your support enables healthcare innovation and discovery that would otherwise not be possible. Just one of the reasons why your donation matters to the patients and residents we serve.