Donating publicly traded stock and securities is a tax-smart way to support Women’s College. You will receive a tax receipt for the full appreciated value of a donation of publicly traded stock or securities, and you will not have to pay capital gains tax.

Eligible securities include:

• Shares
• Debt obligations or rights listed on a prescribed stock exchange
• A share of the capital stock of a mutual fund corporation
• A unit of a mutual fund trust
• An interest in a related segregated fund trust
• A prescribed debt obligation

Benefits of making gifts of stock and securities:

• Capital gains tax on publicly listed stocks and securities are exempt when you donate your shares to Women’s College Hospital Foundation or another registered charity.  
• The value of your tax receipt will be based on the market closing price on the day the Foundation takes legal receipt of your stock or securities into our brokerage account.
• You can claim charitable donations up to 75 per cent of your net income and carry forward any unused donation amount for up to five years.
• You can support Women’s College’s overall priorities through an unrestricted donation, or designate your gift to research or to your particular program or area of interest at Women’s College.
  

Making a gift of publicly traded securities to Women’s College Hospital Foundation is easy. Simply follow these steps to make your donation:

1. Download our transfer form (for either Canadian or American listed securities) and complete all sections, especially the CUSIP # which is provided by your broker/investment advisor and identifies your transaction to avoid transfer delays. Call us at 416-323-6323 or email us at to let us know to expect your donation.
   
   

			Transfer Form – Canadian Securities (PDF: 107 Kb)
			Transfer Form – American Securities (PDF: 120 Kb)

2. Return a copy of the completed form to Women’s College Hospital Foundation.  Forms can be faxed to (416) 813-4744, or sent by mail to:
   
   

Mary Dodd, CA Vice President Finance & Operations Women's College Hospital Foundation 76 Grenville Street Toronto, ON M5S 1B2

3. Ensure that a copy of the completed form is forwarded to your broker/investment advisor who will be responsible for the transfer.
4. Your receipt will be valued based on the closing price on the date when the shares are legally transferred to the Foundation’s account at our custodial agent, RBC Dominion Securities and accepted by the Foundation. Shares are considered legally transferred only when delivery is confirmed by our custodial agent.

It is Women’s College Hospital Foundation’s policy to sell all donated securities as soon as possible after they have been received.