Give Smarter. Make a Greater Impact
Donate Securities. Invest in Local Healthcare.
A gift of publicly traded securities can be one of the most tax-effective ways to support the Wetaskiwin Health Foundation.
By donating eligible securities directly to the Foundation rather than selling them first and donating the proceeds, you may eliminate the capital gains tax that would otherwise apply to the appreciated value of your investment—while also receiving a charitable tax receipt for your gift.
The result? More of your investment can go toward the healthcare that matters to you, your family and your community
Your Investment Can Do More
A gift of securities allows you to turn an investment you’ve built over time into something that can change—or even save—a life.
Your gift can help provide the Wetaskiwin Hospital & Care Centre with vital medical equipment, advanced technology and resources that help ensure exceptional healthcare remains available close to home.
A Gift That Benefits Everyone
Reduce Capital Gains
Eligible publicly traded securities donated directly to a registered charity may qualify for a zero capital-gains inclusion rate.
Receive a Charitable Tax Receipt
You will receive an official charitable tax receipt based on the eligible value of your gift, subject to applicable CRA rules.
Maximize Your Impact
Instead of using part of the value of your investment to pay tax on an appreciated gain, you may be able to put more of that value directly toward local healthcare.
Why Donate the Investment Instead of Selling It?
Consider a simple example:
$10,000
Your orginal investment
$25,000
Value Today
$15,000
Appreciated Value
If you sell the investment first, the $15,000 increase may create a taxable capital gain before you donate the proceeds.
If you donate qualifying securities directly to the Wetaskiwin Health Foundation, the eligible capital gain may qualify for a zero inclusion rate, while your charitable gift may also qualify for an official donation receipt.
Same investment. Greater giving potential.
That’s the power of giving securities directly.
Example provided for illustration only. Individual tax circumstances vary.
What Can I Donate
Eligible gifts may include certain:
- Publicly traded shares or stocks
- Mutual fund units
- Bonds and other qualifying publicly traded securities
- Other eligible investment securities
Your financial or tax advisor can help determine which investments may be most beneficial for you to donate.
Making a Gift of Securities Is Simple
1. Talk to Your Advisor
Speak with your financial advisor, investment professional or tax advisor about the securities you would like to donate.
2. Complete The Transfer
Download our Securities Transfer Form and provide it to your advisor or brokerage to arrange a direct transfer of the securities to the Wetaskiwin Health Foundation.
3. Let Us Know
Contact our Foundation team to let us know your gift is on its way. This helps us identify your transfer and ensure your donation is acknowledged correctly.
4. See Your Gift Make a Difference
Once your securities are received, we will provide the appropriate charitable tax receipt and your generosity will begin making an impact on healthcare in our community.
An Investment in the Health of Our Community
The investments you’ve built represent years of planning, hard work and thoughtful decisions.
They can also become something extraordinary. A piece of equipment that helps a physician make a faster diagnosis; technology that gives a patient access to better treatment without travelling away from home; a safer beginning for a newborn; and better care for someone you love.
A gift of securities turns financial success into a lasting investment in the health of our community.
Assuring quality healthcare, close to home, for generations to come.
