Give a gift of securities

Give the gift of securities and advance health care at the QEII Health Sciences Centre.

GIFT OF SECURITIES RESOURCES

Everything you’ll need

Securities, including publicly-listed stocks, bonds and mutual funds, can be donated directly to the QEII Foundation. This means your investment can change and save lives, plus receive a valuable tax credit.

Giving is simple. These resources include everything you’ll need to initiate the transfer of securities directly to the QEII Foundation. Please ensure either you or your broker contacts us before the transfer takes place to avoid a delay in preparing your tax receipt.

Gifts of securities may be made during your lifetime or as a gift in your will, achieving the same tax benefits. Consult with your financial advisor to decide which of your investments are best to donate.

A WIN-WIN

Benefits of gifts of securities – for you and the QEII

Giving a gift of securities – including stocks, bonds or mutual funds – can be a tax-effective opportunity to transform an asset into immediate impact on care at the QEII Health Sciences Centre.

When you transfer securities directly to the QEII Foundation, rather than sell them and donate the proceeds, you will eliminate any capital gains tax otherwise owed. You will also receive a valuable tax credit for the full value of the securities.

We’re here to help:

If you or your advisor have any questions about the QEII Foundation, the securities transfer process or the impact of your generosity, please do not hesitate to contact the QEII Foundation team. By contacting us before a transfer of securities takes place, we can begin the tax receipt process as well as thank you for your incredible support.

Geoff C. Graham, CFRE

Senior Director, Charitable Giving Advisor
geoff.graham@qe2foundation.ca
902 442 7196

Katharine Berrington

Charitable Giving Advisor
katharine.berrington@qe2foundation.ca
902 225 2262

You can also send us a message through our online form.

Resources for professional advisors:

Professional advisors are in a unique position to explore how clients can support charitable causes important to them through their financial or estate plan. If you are a professional advisor interested in bringing philanthropy into your business model, click here.

Your investment in action

As innovative research and technology open doors for new treatments, donors like you are the catalysts. A gift of securities to the QEII Foundation goes to work immediately – funding advanced equipment and technology, fueling groundbreaking medical research or supporting vital patient care at the QEII.

When you give the gift of securities, your donation can be designated to a care area that is meaningful to you or directed to an area of greatest need. Take stock in knowing your investment will make a meaningful difference in the lives of Atlantic Canadian patients and their families.