By transferring shares directly to the Foundation, you can turn your investments into meaningful support for healthcare close to home, while reducing capital gains tax and receiving a charitable receipt for the full market value.
Your gift helps fund essential equipment, programs, and vital services, ensuring compassionate, high-quality care is available for patients and families in our community when they need it most.
How the process works
Making a gift of securities is straightforward and can be completed with the help of your financial advisor or broker:
- Complete the Securities Transfer Authorization Form and provide it to your financial advisor or broker.
All information needed to transfer the securities directly to the Foundation’s brokerage account is included on the form.
- Send a copy of the completed form to the St. Thomas Elgin General Hospital Foundation so we can help guide your donation through the process.
- A charitable tax receipt will be issued to you once the Foundation receives your donation. The amount is calculated using the closing price on the day your securities are liquidated.