Gifts of Securities

If you are wondering how you can make a difference to help others in your community this year, consider supporting Grand River Hospital, a place where care never stops. You can designate your gift to the Area of Care that means the most to you and your family.

By donating publicly traded securities, you can eliminate the capital gains tax you’d have to pay if you sold the securities and then donated the proceeds -- plus you’ll receive a full charitable tax receipt for your donation. Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options.

Talk to your financial advisor today to see which investments make the most financial and philanthropic impact.

If you are looking for more information you can contact us directly. Reach out to Betty Bax, VP Philanthropy via email, phone at 519-580-5108 or booking a meeting with her directly.

What professionals are saying.

Giving can take many forms. One of these is through gifts of securities like stocks, bonds, mutual funds or other physical assets. Using these tools for giving, donors can reduce tax obligations on their appreciated value while making a tremendous difference to the lives of people who need the care of Grand River Hospital. We encourage you to discuss the benefits of giving this way with your investment, legal and/or tax advisors.

Bobby Thompson, CPA, CA, CFA