WAYS TO GIVE, SECURITIES

Give a Gift of Securities

Donating gifts of securities is a powerful way to support the Saint John Regional Hospital Foundation while maximizing your tax benefits. When you donate shares, bonds, mutual funds, or other capital property directly, you create a lasting impact on healthcare in our community and enjoy valuable financial benefits.

Tax Benefits: By donating securities directly, you avoid paying capital gains tax on any appreciated value. Plus, you receive a tax receipt for the full present value of the securities.

Eligible Securities: We accept a variety of securities, including shares, bonds, mutual funds, and other forms of capital property listed on approved stock exchanges.

Direct Transfers Only: To benefit from the capital gains exemption, the securities must be transferred directly. If you sell your shares and donate the proceeds, you will be responsible for paying capital gains tax on the sale.

Ready to make an impact?

To initiate a gift of securities, your broker can use the following form:

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For more information, or if you have any questions, please contact:

Kayleigh-Perkins2023

Kayleigh Perkins

Leadership Giving Officer