DONATE STOCKS & SECURITIES IN KIND

Donating shares can reduce the cost of your gift

Thank you for considering a gift of securities to the West Parry Sound Health Centre Foundation.

Making a gift of publicly listed securities is a simple, easy process. Plus, it’s a win/win! When you donate stock to the WPSHC Foundation, you avoid paying tax on your capital gains. So, the gift costs you less than if you were to sell your stocks in order to give cash; and the Foundation still receives the full amount of the donation.

For example, if you were to sell shares that you own to give a cash donation, you would receive a donation tax credit but you'd be required to pay tax on your capital gains (you will be taxed on half of the gain, at a maximum rate of 45 per cent). If you were to donate the shares directly to Sunnybrook, you would receive the same tax credit for the value of the shares, but wouldn't pay any tax on the transaction.

Seek the advice of your financial planner or investment advisor to determine the best option for you.

Complete form and transfer gift electronically

Notify Christine McKernan
when transaction is initiated
cmckernan@wpshc.com
or 705-746-4540 ext 3346

HAVE QUESTIONS? WE'RE HAPPY TO HELP!

CONTACT US

6 Albert Street, Parry Sound ON P2A 3A4

cmckernan@wpshc.com
ldefleuriot@wpshc.com
tmarley@wpshc.com

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Parry Sound Castaway
Support the Girls Golf Tournament

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