Gift of Shares

A tax-smart way to give

Donating publicly traded securities—such as stocks, bonds, or mutual funds—is one of the most tax-smart ways you can give.

When you donate securities in-kind, rather than selling them and donating the proceeds, you pay no capital gains tax on the increase in value. That means more of your investment goes to patient care; not to taxes.

You’ll also receive a receipt for the full market value of your securities on the date of the transfer, which you can then claim as a charitable donation on your tax return.

Gifts of securities can be made during your lifetime or as a gift in your will. As with any planned gift, we suggest you check with your financial advisor for the strategy that works best for you.

Make your gift of securities today and give smarter. Start by downloading the form below.

To learn more, contact Foundation CEO, Karen Theriault at 902-678-5414 or karen.theriault@nshealth.ca

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