Peace Arch Hospital Foundation Projects: Give a Gift of Publicly Traded Securities

Give a Gift of Publicly Traded Securities

Donating publicly traded securities and stock is an easy and tax-smart way to support Peace Arch Hospital.

You will receive a tax receipt for the full appreciated value of a donation of publicly traded securities or stock, and you will not have to pay capital gains tax.

How to Make your Gift

To make a gift of publicly traded securities to Peace Arch Hospital simply follow these steps:

  1. Download a Share Transfer Form.

  2. Complete all sections, especially the CUSIP # which is provided by your broker/investment advisor and identifies your transaction to avoid transfer delays.

  3. Provide a copy of the completed form to your broker/investment advisor who will be responsible for the transfer.

  4. Provide a copy of the completed form to Peace Arch Hospital Foundation. Forms can be sent by email to Kate Ludlam or mailed to:

    Kate Ludlam
    Director, Philanthropy 
    Peace Arch Hospital Foundation
    15521 Russell Avenue
    White Rock, BC V4B 2R4

  5. Call us at 604.535.4520 ext. 753184 or email to let us know to expect your donation.

    Your receipt will be valued based on the closing price on the date when the shares are legally transferred to the Foundation’s account at our custodial agent, Scotia Wealth Management, and accepted by the Foundation. Shares are considered legally transferred only when delivery is confirmed by our custodial agent.

"For several years now I've been donating shares, including common stocks and mutual funds, and it's a breeze. And best of all, there are no calculations required. It gives me great pleasure to donate to my hospital, with the knowledge that I am contributing to the care and welfare of others in a meaningful way."
Dr. Barbara Olson