Gifts of Securities
By donating publicly traded securities —such as stocks, bonds, and mutual funds— to Richmond Hospital Foundation, you can support the community and gain the greatest tax savings. You can avoid the capital gains tax entirely and receive a tax receipt for the full market value on the day the transfer is made. This benefits both you and the families who receive care here at home.
Making a gift of securities is straightforward:
- Ensure your securities can be freely divested and liquidated. If you are unsure, please consult your broker
- Download and fill out the securities in kind transfer form (view pdf →)
- Complete the ‘To be completed by the Donor’ section including your name, address and number and the securities you wish to transfer
- Send the form to your Richmond Hospital Foundation contact or email it to info@richmondhospitalfoundation.com
- Coordinate with your broker/investment advisor to initiate the transfer
A gift of securities can enrich the lives of patients and families while making savvy financial sense for you.
Thank you for considering this impactful way to support Richmond health care.