Gifts of Securities
You can have a direct impact on health care in Richmond by donating publicly traded securities. Giving gifts of securities such as stocks, bonds and mutual funds is the most tax-effective way to make a donation as well as ensure our community receives the best in care, close to home.
If you sell your publicly-traded stocks that have appreciated in value, you are subject to significant capital gains tax. However, by directly donating your appreciated stocks to a registered charity, you pay 0% capital gains tax. In addition, you will receive a tax receipt for 100% of the fair market value on the day the transfer is received by Richmond Hospital Foundation. The resulting tax credit offsets other income.
Making a gift of securities is easy to do.
- Please ensure, to the best of your knowledge, the securities are available to be freely divested and liquidated. If you are unsure, please consult with your broker
- Download the securities in kind transfer form (view pdf →)
- Complete the ‘To be completed by the Donor’ section including your name, address and number and type of securities to transfer
- Send the form to your contact at Richmond Hospital Foundation or email it to info@richmondhospitalfoundation.com
- Connect with your broker/investment advisor so that they can initiate the transfer
Our Legal Name and Address
Richmond Hospital Foundation
7000 Westminster Highway,
Richmond BC, Canada V6X 2A1
Registered Charity Number:
11911 8883 RR0001
There are many different ways to make a legacy gift to Richmond Hospital Foundation including:
For more information, please contact:
Endora Fan
Associate Director, Legacy Giving
(604) 244-5473
Endora.fan@vch.ca