By donating appreciated stocks and securities, you can make an investment in the health and well-being of our community, while providing you with a tax benefit.
When you have 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 directly to Oakville Hospital Foundation (OHF), you pay no tax on the capital gains and receive a tax receipt for the fair market value of the securities.
There are significant tax advantages in donating your shares directly to a charity, rather than selling the shares and donating the proceeds.
Gifts of stock are an easy, tax efficient way to invest in quality healthcare for generations to come. A gift today – or in the future in your will (reducing the ultimate tax bill on your estate) – is an investment in the future of our community.
Get in Touch
For more information, please contact:
Felicia Sciberras, CFRE
Associate Director, Philanthropy
Oakville Hospital Foundation