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Calgary Health Foundation
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  • About us
    • Overview
    • People
    • Financial statements
    • Funding process overview
    • Contact
  • Who we support
    • Foothills Medical Centre
    • Peter Lougheed Centre
    • Rockyview General Hospital
    • South Health Campus
    • Carewest
    • Causes we support
  • Your impact
    • Stories
    • Health care breakthroughs
    • Our newsletters
    • Impact reporting
  • Ways to give
    • Online donation
    • Monthly donation
    • In honour
    • In memory
    • Endowments
    • Life insurance
    • Shares & securities
    • Will or estate
    • Are you a grateful patient?
    • Other ways to give
  • Get involved
    • Events
    • Share your story
    • Work with us
    • Volunteer

Donate shares
and securities

Donating publicly traded shares, bonds, or mutual funds is becoming increasingly popular because of significant tax-saving incentives.

A gift of securities to Calgary Health Foundation can completely eliminate the steep capital gains tax you would incur if you were to sell these assets and donate the proceeds. You receive a tax receipt for the fair market value of the securities at the time we receive them. The combination of tax-exempt capital gains and the charitable tax credit for the donation may allow you to provide a significant gift at a relatively low cost. Gifts of flow-through shares are another tax-smart option and provide additional tax benefits.

To learn more about how you can donate your publicly-traded securities, please email our Development Officers at fundraising@calgaryhealthfoundation.ca or call 403-943-0615.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.

Gift of Securities Transfer Form

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About Us

  • Overview
  • People
  • Financial statements
  • Funding process overview
  • Contact

Who We Support

  • Calgary hospitals & Carewest
  • Causes we support

Your Impact

  • Stories
  • Health care breakthroughs
  • Our newsletters
  • Impact reporting

Get Involved

  • Events
  • Share your story
  • Work with us
  • Volunteer

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