Take 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 Scarborough and Rouge 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 mvarela@tsh.to. 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:
Click here: Gift of Securities Form to save the file to your download folder.
Fax/email/deliver a copy of the completed form
to the Foundation’s broker:
Cidel
c/o Sarah McIntyre
60 Bloor Street West, 9th Floor
Toronto, ON
M4W 3B8
Telephone: 416-645-8744, Fax: 416-977-7650.
smcintyre@cidel.com