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.
Making a stock donation can be done in three easy steps. Download the Gifts of Securities form to get started.
Donating securities is a straightforward process and our Foundation team will work with you to complete the transfer. Please read instructions carefully.
- Contact your investment advisor who will have you sign a letter of direction outlining the shares that you wish to donate.
- The transfer will be processed by your investment advisor's head office.
- The Foundation will send you an acknowledgement of your donation with a tax receipt to follow.
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
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:
We cannot guarantee that Mutual Fund Donations will be processed in time to receive a 2022 income tax receipt if a letter of direction has not been sent to us by the week of November 30, 2022.
Please note our Mutual Fund dealer is now RBC Dominion Securities. If you wish to donate Mutual Funds, please contact Gena Walton, IWK Foundation Chief Operating Officer, to request the new direction of transfer letter. This letter will need to be completed with your broker or investment representative.
We are happy to answer any questions you might have. Please call us at (902) 470-8085 or 1-800-595-2266.