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Donation of Securities & Mutual Funds

Multiply your impact and eliminate capital gains tax.

Donating publicly traded stocks, mutual funds, or bonds directly to Heron Hospice Society of Delta is one of the most tax-smart ways to support compassionate end-of-life care in our community.

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Why Donate Securities Directly?

  • Pay $0 in Capital Gains Tax: When you donate shares directly, you bypass the capital gains tax you would normally owe if you sold them first.

  • Full Tax Credit: You receive a charitable tax receipt for the full market value of the transferred shares.

  • Greater Community Impact: By avoiding taxes, a larger portion of your gift goes directly toward care and support for local families.

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Simple 3-Step Process

  1. Download the Transfer Form: Open and print our stock donations form.

  2. Send to Your Broker: Fill out the authorization details with your financial advisor or investment broker.

  3. Notify Heron Hospice Society: Send a copy of the completed form to info@heronhospice.org.

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We're Here to Help

If you or your financial advisor have questions about transfer details, planned gifts, or confidential discussions:

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Disclaimer: This information is intended for educational purposes and should not replace professional tax or legal advice. Please consult your financial advisor to determine what option best suits your tax situation.​

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