The IWK Foundation welcomes gifts of securities, including stocks, bonds, and mutual funds. You can make a gift of securities today or leave a gift in your Will—the choice is yours!
The benefits of donating securities
When you donate publicly traded securities, you eliminate any capital gains taxes you would have to pay if you were to sell the security and donate the proceeds. In addition, you receive a charitable tax receipt for the full amount of your donation. But the best benefit? You’re ensuring Maritime women, children and families continue to have access to the world-class care of the IWK, close to home and when it matters most.
Donating securities
The process of donating securities is simple:
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Complete the Gifts of Securities Intention Form. This notifies the IWK Foundation of your intent to give a gift of securities, allows us to accept the donation, and issue your charitable tax receipt.
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Initiate the securities transfer. If applicable, contact your investment advisor or investing brokerage firm, who will support you in providing transfer directions for the securities you wish to donate.
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Receive your charitable tax receipt. When securities have been received, the IWK Foundation will contact you to thank you and share the value of your tax receipt.
Information for your investment advisor:
IMPORTANT: This information has recently changed. Please update your records with the new information below.
Transfer of securities, including stocks, bonds and mutual funds can be sent to:
Scotia McLeod
1959 Upper Water St., 3rd Floor
Purdy’s Wharf Tower 1
Halifax, NS
B3J 3N2
Beneficiary:
IWK Health Centre Charitable Foundation
Account No: 825-99639-19
FINS # T085
CUID: SCOT
DTC: 5011
Dealer Code: 9155
Attention:
Duncan Carnegy 902-420-2751
Marakesh MacLauchlan 902-420-2936
To ensure a precise and timely transfer, please ensure you have submitted our online Gift of Securities Intention form.
Questions?
We are happy to answer any questions you might have. Please email foundation@iwkfoundation.org or call us at (902) 470-8085 or 1-800-595-2266.