Gifts of Securities
Donating publicly traded securities is one of the most tax-efficient ways to support the Grace Hospital Foundation. Your gift helps fund enhancements to patient care and staff resources that go beyond government funding.
Benefits of donating securities include:
- Eliminate a capital gains tax on appreciated securities
- Receive a charitable tax receipt for the full market value
- Maximize the impact of your donation
- Support improved patient care
Tax Advantage of Donating Securities (based on a 45% tax rate):
| Example | Sell Securities & Donate Cash | Donate Securities Directly |
| Total Value of Securities | $10,000 | $10,000 |
| Original Purchase Price | $2,000 | $2,000 |
| Capital Gain | $8,000 | $8,000 |
| Tax on Gain | $1,800 | $0 |
| Donation Tax Credit | $4,640 | $4,640 |
| Net Tax Savings | $2,840 | $4,640 |
Example based on Manitoba combined federal and provincial charitable tax credit rates for donations over $200
If you are considering a gift of securities, we encourage you to consult a qualified financial advisor to determine the strategy that best aligns with your financial and philanthropic goals.
How to Make a Gift of Securities
- Download the Securities Transfer Form
- Provide the form to your broker or financial institution to initiate the transfer
- Send a copy of the completed form to the Grace Hospital Foundation so we can acknowledge your gift
- A charitable tax receipt will be issued based on the closing market value on the date the securities are received.
Contact Us
For more information, please contact:
Leah Johnston, Development Manager
Phone: 204-837-0447
Email: [email protected]