Gift of Securities

Sell stock without paying tax while giving to OTMH.
 
Donating publicly traded stock is a smart way to invest in quality healthcare for generations to come, while receiving 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. Give to OTMH today or as a part of your will or estate.
 
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
  • The added bonus of not having to pay capital gains tax

Once you donate a gift of security, let us know. We want to show you how much your donations mean to us.

Download a Share Transfer Form.

Calculate the tax benefit of your charitable contribution.

For more information on giving a gift of securities, please contact:

Suzanne Hallsworth
Chief Development Officer
Oakville Hospital Foundation
905.845.2571, ext. 6250
shallsworth@haltonhealthcare.com

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