GIFTS OF SECURITIES

Give Now to Ensure a World-class Legacy for The Next Generation of Cardiac Patients

A Gift of Securities

With your powerful gift, we can invest in critical and ground-breaking cardiac research, advanced cardiac surgery, and excellence in innovative patient care. Do you have securities (stocks, bonds, or mutual funds) that have increased in value significantly since you purchased them? Did you know charitable gifts of listed securities are exempt from capital gains tax?

When selling securities you are taxed on 50% of the capital gains. If, however, you choose to transfer (donate) the securities to a charity, like the University of Ottawa Heart Institute Foundation, you are exempt from paying capital gains and receive a charitable tax receipt for the fair market value of the securities. The charitable tax receipt can then be used to offset your tax bill.

Is a gift of Listed Securities right for you? Learn More

Are you ready to make a gift of Listed Securities? Download our transfer forms for more information and step-by-step instructions.

Would you like to learn more?
Your financial advisor can help you decide what is right for you.
If you need assistance or have questions, please contact Selva Trebert-Sharman
613 696 7251 or strebert@ottawaheart.ca
All conversations are confidential.