Donating publicly traded securities is one of the most tax-effective ways to give. If you sell securities that have increased in value, you’ll pay capital gains tax. However, if you donate securities directly to charity, you can reduce or avoid those taxes entirely. You can make this gift now or include it in your will – reducing the tax burden on your estate while supporting health care innovation in BC.
+Tax Savings
Avoid capital gains tax and receive a charitable tax receipt.
+Ease of Transfer
Most securities can be easily transferred electronically.
+Flexible Giving
Gifts of any amount can be made now or through your will.
+Impactful Donation
Your gift supports critical health care initiatives.
More Information:
Selling securities from a highly appreciated portfolio could subject you to significant capital gains tax. However, by donating these securities directly to VGH & UBC Hospital Foundation, you avoid these taxes, and the combined savings can be impressive.
Gifts of securities can be made during your lifetime or bequeathed in your will, reducing the tax burden on your estate. Most securities are held electronically and can easily be transferred from your brokerage account to a brokerage account held by VGH & UBC Hospital Foundation. You will then receive your charitable tax receipt.
Benefits:
Maximize your impact and avoid capital gains tax
Secure benefits to reduce the tax burden on family
Your legacy will deliver future cures and better care
This information is not intended as legal or financial advice. We encourage you to consult a qualified Financial Advisor.
For more information and to discuss your gift of securities, contact:
Charlene Taylor
Director, Gift & Estate Planning
Email: legacy@vghfoundation.ca Phone: 604.875.4917
Join donors like Nancy and power healthier communities for the next generation.
Nancy was never one to back down from a challenge. So when she retired early at 55 years old, and faced an ovarian cancer diagnosis just one year later, Nancy once again held her head high and pushed into it head-on.
“Ovarian cancer was new to me and my family,” says Nancy. “No friends or relatives have had it. I felt quite alone when I headed in to receive care, and how lucky was I that I received care from OVCARE, one of the top ovarian cancer clinical research centres in the world.”
Nancy’s StoryHow to Give
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