Gift of Securities

Donate publicly traded securities, bonds, and mutual funds, and take advantage of tax benefits.

As we approach the end of the fiscal year, we anticipate an increased volume in stock donations. To ensure that your generous gift is processed and receipted prior to December 31st, please consider initiating your stock trade as soon as possible.

The Foundation’s custodian, RBC Investor Services, is requesting that donations be made prior to December 6, 2019 in order to guarantee timely processing. Any securities donations received after December 6, 2019 will be processed and receipted on a best effort basis.

Why Donate Securities?

Thank you for considering a donation of publicly traded securities to The Ottawa Hospital Foundation. When you make a gift of securities, you’re helping The Ottawa Hospital provide the best possible patient care, and you are advancing research that will benefit our community and around the world. By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation.

Securities can include publicly listed shares, mutual funds, bonds, and flow-through shares. You can give now, or as part of your estate and will planning.

Giving is simple. 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 Ottawa Hospital Foundation by completing the transfer form. And finally, get in touch and let us know you have made your gift so that we can show our appreciation!

Downloadable Forms

Please contact Rob Gottschalk, Associate Vice President, Philanthropy for more information at [email protected] or by phone 613-798-5555 ext. 70626.