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
The IWK Foundation welcomes gifts of securities, such as stocks, bonds and mutual funds. Make your gift today or in your will. As always, the Philanthropy Team is here to help you. If you would like to explore options for use of funds for your donations, please email GiftsOfSecurities@iwkfoundation.org, attention Jyl MacKinnon Robinson or Leslie Tinkham.
MAKE YOUR GIFT IN THREE EASY STEPS:
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Complete the Gifts of Securities Intent Form. This notifies the IWK Foundation of your intent to give a gift of securities, allows us to accept the donation, and issue your 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 tax receipt. When securities 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.
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 have your advisor email a copy of your signed instructions to: GiftsOfSecurities@iwkfoundation.org.
Questions?
We are happy to answer any questions you might have. Please call us at (902) 470-8085 or 1-800-595-2266.