Give a Gift of Securities
Donating publicly traded stock and securities directly to Health Sciences North Foundation is a tax-smart way to support our mission. You will receive a tax receipt for the full appreciated value of a donation of publicly traded stock or securities, and you will not have to pay capital gains tax. Conversely, if you were to cash in the securities yourself with a view of donating the proceeds, 50% of the gain would be taxable.
In other words, it is more advantageous for you to transfer stock directly to Health Sciences North Foundation than to cash it and then make a donation.
Making a gift of securities is easy. Simply download the Securities Transfer Form below and follow the instructions.