Making a gift of securities is one of the most tax-effective ways to make a contribution to Heron Hospice Society of Delta.

 

You can completely eliminate capital gains tax by donating your securities instead of selling them. If you sell them first, 50% of the capital gain could be subject to income tax.

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Qualifying securities include shares, bonds, warrants, options listed on a Canadian stock exchange, mutual fund shares/units, and segregated fund units.

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How to give

Transferring your appreciated securities to Heron Hospice Society is easy. Please complete our stock donations form and  send the completed form to donations@heronhospice.org.

 

We can help

If you or your advisor have questions about this, or any other type of gift and wish to discuss this in confidence, please email our team.

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 The information on this page can help facilitate discussions between you and your advisor. It is not intended as legal or financial advice. We encourage you to consult a qualified professional.

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