Gifts of Securities

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

  1. Download the Securities Transfer Form
  2. Provide the form to your broker or financial institution to initiate the transfer
  3. Send a copy of the completed form to the Grace Hospital Foundation so we can acknowledge your gift
  4. 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]