Gifts of Securities: Create a Legacy of Hope and Healing
Planned Giving offers you a variety of opportunities to make a lasting contribution to the future of patient care at the Grace Hospital. When you choose to leave a planned gift to the Grace Hospital Foundation you are supporting quality patient care and inspiring hope for future patients, while realizing special tax and other financial benefits. A bequest in support of healthcare is a gift to the entire community.
Gifts of Securities
By gifting listed securities intact, the capital gain is eliminated and your tax receipt is for the full fair market value of the property. Listed securities are exchange listed stocks and bonds, mutual funds, segregated funds, etc.
Normally, when you sell a stock, bond, or mutual fund that has increased in value since you purchased it, you are required to pay tax on 50% of that increased value. However, if you choose to donate the securities to charity, you pay no tax.
Donors considering a gift of securities should speak to an advisor with appropriate expertise to implement a strategy that achieves their objectives, and complete the Securities Transfer Form.
We are here to help with your Legacy Giving questions, however, the Grace Hospital Foundation would not presume to offer legal or financial advice. For more information contact 204-837-0375, or email foundation@ggh.mb.ca.