Stocks and Securities

The CEHHC Foundation welcomes gifts of securities, such as stocks, bonds, and mutual funds.

Publicly traded securities that have appreciated since purchase will not attract any capital gains if donated directly to a charity. You will benefit by not having to pay income tax on any capital gain; the charitable donation tax credit should apply to the full value of the shares; and, the charity will receive the full value of the donation rather than your net after-tax amount if you sell and donate cash.

There are also a range of planned and major gift opportunities, including annuities, life insurance, bequests, and endowments.

If you are interested in donating a gift of securities, these are the forms needed to start the process:

• Letter of Instruction
  
• Transfer Intent Form
  

For more information on donating stocks and securities, please contact Sharon Crowe, 902-893-5554 x42190 or sharon.crowe@nshealth.ca.