Planned Giving
Publicly Traded Securities
Stocks, bonds, and mutual funds – these investments, accumulated over the years, may have grown significantly in value. When you sell these investments, a considerable capital gains tax may result if the current selling price is higher than their original cost.
Canadians who donate publicly traded securities to a registered charity pay no capital gains tax on the appreciated value of these securities.
By donating publicly traded securities to Lions Gate Hospital Foundation, you will receive significant tax benefits:
- You will pay no capital gains tax on the appreciated value of the shares.
- You will receive a tax receipt for the full market value of the donated securities.
In addition, you can direct the proceeds from the donated securities to a department in the Hospital or other facility (see list on home page) in North Shore health care.
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