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.