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Gifts of Securities

Gifts of Securities

Securities WTGTake Stock of Your Donation Plans

Stocks, bonds, mutual funds or other securities are ways to invest in a healthy financial future. You can transform those assets into a gift that helps ensure the health of the hospital, as part of a tax-smart donation strategy.

Benefits of making a gift of securities to The Scarborough Hospital Foundation:

  • No capital gains tax
  • A charitable tax receipt (based on the fair market value of the securities on the day the shares are received into the Foundation’s account)
  • Give now and see your gift put to good use today, or leave the securities in your will
  • Donate part of your stock and retain the remainder for your family
  • Exercise and donate your employee stock options

View an illustration of the benefits of making a gift of appreciated securities.

Next Steps:
You can make a Gift of Securities in just four easy steps:

Step 1:
Consider which investments will make the most financial and philanthropic impact. To help you plan please use the gifts of securities calculator.

Step 2:
To arrange a gift, contact Michele Varela, Vice President of Philanthropy at 416-438-2911 ext. 6662 or Michele will send you the Notification of Gift of Securities form.

Step 3:
Instruct your broker to complete the Notification of Gift of Securities.

Step 4:
Deliver a copy of the completed form to the Foundation’s broker, Sarah McIntyre at Toron Investment Management:

Toronto Capital Markets Inc.
590 King St. West, Suite 200
Toronto, ON M5V 1M3
Telephone: 416-645-8744
Fax: 416-977-7650