GIFT OF SECURITIES

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

This gift can be made today or as part of your will. The federal government has created special incentives to encourage such gifts by eliminating the capital gains tax when securities are transferred directly to a charity. Could this be your best fit for making a gift? Check out our gift calculator to find out.

How to make a gift of securities.

You can arrange and transfer your gift of securities electronically or by paper. Please see our resources (on the right) or contact us for more information about making a Gift of Securities.

ELECTRONIC TRANSFER

Step 1

Contact us prior to your planned transfer of securities to discuss the purpose of your gift. Charles O'Neil, charitable giving advisor, is available at charles.o'neil@qe2foundation.ca.

Step 2

With written instructions from you, your broker can arrange for the electronic transfer of your shares to our account. The Foundation's account custodian is:

BMO Trust Company, attention Susan Tregunno 
5151 George Street, PO Box 2207, Halifax, NS B3J 3C4
Fax: 902-421-3187 Phone: 902-421-3571 Email: susan.tregunno@bmo.com

Account numbers for the transfer:
FINS - #T140
Account - #865-023161
CUID - #NTDB
Broker Rep - #7555

Step 3

To complete the transfer and to receive a tax receipt*, the QEII Foundation requires that you call 902 334 1546 or email us the following:

  • the name and contact information of your broker
  • your account number
  • the type of securities being transferred
  • the number of shares or units
  • how you wish to designate your gift

* The value of your tax receipt will be based on the closing market price of the securities on the day that they are deposited to the Foundation's account.


PAPER TRANSFER

Step 1

We encourage you to contact us at the Foundation, prior to your planned transfer of securities, to discuss the purpose of the gift. Charles O'Neil, charitable giving advisor, is available at charles.o'neil@qe2foundation.ca.

Step 2

Complete a power of attorney form. Feel free to use our sample form.

Step 3

Certificates and a power of attorney form may be delivered or sent by registered mail to:

QEII Foundation
5657 Spring Garden Road
Park Lane Mall, Floor M3
Box 231
Halifax, N.S. B3J 3R4

The value of your tax receipt will be based on the closing market price of the securities on the day they are deposited to the Foundation's account.

To learn more about making a gift of securities, please contact:

Charles O'Neil, charitable giving advisor, at charles.o'neil@qe2foundation.ca or 902 334 1546.

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The QEII Foundation inspires generosity to advance health care at the QEII Health Sciences Centre. With financial support from all levels of the community, the Foundation helps fund new technologies, research, innovation and education that contribute to life-changing moments experienced every day by patients and their loved ones.

 

 

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Contact Us

QEII Health Sciences Centre Foundation
5657 Spring Garden Road
Park Lane Mall, Suite 3005, Halifax, Nova Scotia B3J 3R4
Phone: 902 334 1546 | Toll Free: 1 888 428 0220
Fax: 902 442 7172 | Email: info@qe2foundation.ca

Charitable Business No: 88646 3496 RR0001

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