Help Us Keep Care Close To Home
People who own stocks, bonds or mutual funds are pleased to see their investment increase in value. Unfortunately, when converted back to cash, any capital gains are taxable.
By donating your publicly listed securities to the Foundation in kind, you pay no capital gains tax on their increase in value.
After your donation is received into our brokerage account, we will provide you with a charitable tax receipt for the full market value on the day they are received. This tax receipt:
- helps reduce the amount of income tax you pay
- may be carried forward and used in any of the next five years
- may help reduce the taxes payable by your estate in the year of death, allowing more of your estate to go to your beneficiaries
- Download our Securities form HERE
For assistance with making a gift of publicly listed securities, please contact Willard VanderPloeg, Charitable Giving Advisor at (519)376-2121 Ext 2736 or April Patry, Executive Director at (519)534-5856.
How to Donate to BPHF
Donations to Bruce Peninsula Hospitals Foundation can be made through our office (address below) with cheque, cash, Visa or Mastercard. You may also call the office and make a donation over the phone with Visa or Mastercard. Donations may be made through the website by clicking the donation button above.
Bruce Peninsula Hospitals Foundation
369 Mary Street, Suite 101,
Toll Free: 1-888-671-6508
This information provides a brief overview on planning a gift to Bruce Peninsula Hospitals Foundation. The information is general in nature and is subject to change according to individual circumstances. you should always consult your own professional advisors for detailed inforamtion tailored to your own circumstances and to confirm applicable tax benefits.