Gifts of Securities

Having had your life or a loved one’s life touched by care at Port Perry Hospital or simply wishing to support your community in a manner that can offer significant tax advantage is reason to consider giving an in-kind donation of securities.

Giving publicly-listed securities, like stocks, bonds and mutual funds, is an excellent and tax-savvy way to provide support.

Your gift will be eligible for a charitable tax receipt and, because capital gains on securities transferred to a charity are tax-exempt, there is potential for significant further advantage to you as the donor.

Your broker or financial advisor can advise you and help you facilitate your transfer.

Download and complete our Gift of Securities Form contact Foundation CEO, Rachel Agnoluzzi at 905-985-7321 ext 45581 for the information you will need to transfer your gift of securities and to provide information required for receipting purposes.