Gifts of Securities

Make a difference in the health of your community while eliminating your capital gains tax.

A gift of publicly traded securities can provide you with an unexpected means to make a significant contribution to Guelph General Hospital at a relatively low cost to you.

By making a gift of equities, bonds, and mutual fund units, your taxable capital gain is eliminated.

In contrast, if you choose to sell appreciated securities during your lifetime, or if these assets are liquidated through your estate, tax must be paid on 50 percent of the capital gains on those securities. Donating securities to a registered charity provides an opportunity to eliminate a significant tax liability that would otherwise eventually have to be paid.

family in forest

Securities transfer form

Find information and procedures for gifts of securities. Send a completed copy of this form to your broker to authorize and initiate the transfer of securities.

Eliminate capital gains tax

Discover real-world examples of how you can eliminate capital gains tax on appreciated securities by making a gift to The Foundation of Guelph General Hospital.

Matt Peltomaki

Giving gifts of securities

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