Gift of Securities

Sell stock without paying tax while giving to OTMH.

Donating publicly traded stock is a smart way to make a charitable donation and receive excellent tax benefits.

How it works

When you cash investments (such as publicly traded stocks, bonds or mutual funds) that have appreciated considerably since their purchase, the capital gain is taxable as income.

If you donate these investments to Oakville Hospital Foundation, you’ll receive:

  • A tax receipt for the full appreciated value for your donation of publicly traded stock or securities
  • Plus the added bonus of not having to pay capital gains tax

Download a Share Transfer Form here.  

Calculate the tax benefit of your charitable contribution.

For more information on giving a gift of securities, please contact:
Aleta Mayer
Associate Director
Oakville Hospital Foundation
(905) 845-2571, ext. 4351