Publicly Traded Securities in Kind
This form of charitable donation not only helps advance our healthcare mission
but also provides significant benefits to you as a donor.
What Are Publicly Traded Securities in Kind?
Publicly traded securities include stocks, bonds, and mutual funds listed on a recognized stock exchange.
When you donate these securities directly to our foundation, you can avoid capital gains tax on their appreciated value.
Benefits of Donating Securities:
Tax Savings:
Donating securities directly can provide greater tax savings compared to selling the securities and then donating the cash proceeds.
By avoiding capital gains tax, you can maximize your charitable contribution while minimizing your tax liability.
Increased Impact:
The full market value of your donated securities can be put to work immediately, funding critical healthcare services, research, and programs that benefit our community.
Simple Process:
Our foundation makes it easy to donate securities. We work with you and your financial advisor to ensure a smooth and efficient transfer.
How to Donate Securities:
Contact Us:
Reach out to our foundation to discuss your intent to donate securities by calling 403-388-6001 or emailing us at: info@crhfoundation.ca
Download Form:
Download and review the 'CRHF In-Kind Donation Form' below to familiarize yourself with the process.
Consult Your Financial Advisor:
Work with your financial advisor to determine the best securities to donate and to understand the tax implications.
Receive a Tax Receipt:
Upon receipt of the securities, we will issue you a charitable tax receipt for the fair market value of the donation on the date of transfer.
Why Support Our Foundation?
Your donation of securities will support vital healthcare initiatives, including:
- Cutting-edge medical research
- Advanced medical equipment
- Patient care programs
- Community health initiatives
For more information on donating publicly traded securities in kind, please contact us at: info@crhfoundation.ca
Thank you for considering this impactful way to support our mission.
Together, we can make a difference in the health & well-being of our community.
Review CRHF GIft Acceptance Policy