Gift of Securities

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

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 613-798-5555 ext. 70626.