When you make a gift of securities to the IWK Foundation, you’re joining our mission to provide the best care for the Maritimes’ women, children and youth. Your gift will impact patient care now and for generations to come.
A gift of securities is a simple way to make a meaningful gift to the IWK, and it can have tax benefits for you as the donor.
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.
Donating securities
Thank you for supporting the IWK Foundation through a gift of stocks. As always, the Philanthropy Team is here to help you. If you would like to explore options for use of funds for your donation, please reach out to: Jyl MacKinnon Robinson at jyl.mackinnon@iwkfoundation.org or by cell: (902) 221-0570 or Leslie Tinkham at leslie.tinkham@iwkfoundation.org or by cell: (902) 476-3537
When you are ready to make a share transfer, the donation can be done in three easy steps.
- Download the Gifts of Securities Form and please email the completed document to the IWK Donations Team by emailing iwkdonations@grayhawkwealth.com. This is an important step because it notifies the IWK Foundation of your pending gift and allows us to accept the donation.
- Initiate the share transfer. If applicable, contact your investment advisor who will have you sign a letter of direction outlining the shares that you wish to donate. Please see details below.
- When shares have been received, the IWK Foundation will call to thank you and confirm 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.
Institution: Fidelity Clearing Canada ULC
Account Name: IWK Health Centre Foundation
CUID: FIDC
GSP Account Number: F35-0001-A
To ensure a precise and timely transfer, please have your advisor email a copy of your signed instructions to:
Mutual Funds
We cannot guarantee that Mutual Fund Donations will be processed in time to receive a 2024 income tax receipt if a letter of direction has not been sent to us by the week of November 30, 2024.
Please note our Mutual Fund dealer is now RBC Dominion Securities. If you wish to donate Mutual Funds, please contact Amy Carr, IWK Foundation Finance Manager, to request the direction of transfer letter. This letter will need to be completed with your broker or investment representative.
Questions?
We are happy to answer any questions you might have. Please call us at (902) 470-8085 or 1-800-595-2266.