Donating publicly traded securities, such as stocks, bonds, or mutual funds, is one of the most effective and tax efficient ways to support the Lung Health Foundation.
Why give securities?
When you donate shares directly (rather than selling them first), you may receive significant tax advantages:
- No capital gains tax will be applied on gifts of appreciated publicly traded securities
- You’ll receive an official tax receipt for the full fair market value of the shares, based on the closing trading price on the day that we receive the shares*
- Your gift can have a greater impact, without costing you more out of pocket
How to make a gift of securities
- Complete the Gift of Securities Transfer Form
This form tells is about the securities you plan to donate and authorizes the transfer. - Send the completed form to your financial advisor
They will initiate the transfer on your behalf. - We take it from there!
The form will also be shared with the Lung Health Foundation’s professional advisors, who will receive the shares and complete the transfer.
Once the securities are received, we’ll issue your tax receipt and send you a confirmation.
Ready to make an even bigger impact?
Please complete and return the Gift of Securities Transfer Form. If you have any questions or would like assistance at any step, we’d be happy to help.
*Our policy is to sell all shares received as soon as possible after they have been received. Your shares are considered legally transferred once our custodial agent confirms they have been received.
