Gifts of Securities

You can make a healthy investment and reduce your taxes by donating shares to the University Hospital Foundation. Contact us to learn more or speak to your financial advisor.

Gifts of Securities

When you make a gift of securities – like stocks, mutual funds, flow-through shares or bonds – to the University Hospital Foundation, you’re saving lives in a way that has immediate impact. Eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds, plus receive a charitable tax receipt for your donation. You can give now, or as part of your estate planning. 

Consult your financial advisor to decide which investments make the most financial and philanthropic impact. Then ask your broker to transfer your securities to the University Hospital Foundation by completing the appropriate transfer form. And finally, get in touch and let us know you have made a planned gift so that we can show our gratitude.

Contact Us

Caroline Thompson
Director of Philanthropy
780-407-7686
Email

Gift of Securities Form

Please complete and sign this form and send a copy to RBC Investor Services and UHF. Download PDF

Tax Benefits

Canada offers some of the most generous tax incentives for charitable giving in the world, making it easy for you to give to UHF. Download PDF

The Lifeso's Story

When he was 43, Michael Lifeso had a heart attack. Shortly after his recovery, his lungs began to fail – eventually to the point where they stopped working. His parents, Clayton and Betty, were told their son did not have long to live.

Full Story

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