Become A Heart Leader

HAVE YOU CONSIDERED MAKING A GIFT OF LISTED SECURITIES?

Do you have securities, such as stocks, bonds, or mutual funds, that have increased in value significantly since you purchased them?

Did you know that a charitable tax receipt can help offset your tax bill?

Is a gift of Listed Securities right for you?

Are you ready to make a gift of Listed Securities?

Download our transfer forms below for more information and step-by-step instructions. ▼ 

If you need assistance or have questions, please contact Jessica Roback, via telephone 613 875-9605 or email jroback@ottawaheart.ca.

All conversations are confidential.

Meet your Major Gifts Team

Elizabeth Rodgers 

Vice President, Transformational Gifts

(613) 696-7253

Jessica Roback

Director, Major Gifts

(613) 875-9605

Katherine Carter

Katherine Carter 

Manager, Philanthropy (on leave)

(343) 549-8145

Laura Stevanovic

Manager, Philanthropy (acting)

Matt Harris 

Manager, Philanthropy 

(613) 402-3548

Stephanie Lefebvre, Coordinator, Donor Development

Stephanie Lefebvre

Officer, Donor Development 

(613) 696-7000 EXT 19964

Our Holiday Office Hours:

Dec 31, 2025: Office closed at noon.

Jan 1, 2026: closed

Jan 2, 2026: Regular hours (8 a.m. to 4 p.m.)

Please note: Tax receipts for online gifts will be prepared and sent by email within 1 – 2 business days. 

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