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.

Stocktoberfest: Now is an excellent time to give!

Donating publicly traded securities is an easy and tax-smart way to support Peace Arch Hospital. That’s why we’re hoping you’ll make a gift of shares and participate in our first ‘stock’toberfest promotion, an awareness campaign with the goal of educating our donors on this type of giving. Don’t miss out on the advantages of this creative way to give! There are no bevvies being served, however, the impact you can make is certainly worthy of a celebration. Prost!

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The simple act of giving with shares is truly transformational. Every dollar we receive is enhancing health care in this community, whether it’s supporting our capital infrastructure, the purchase of essential medical equipment, or funding a wellness program like stroke recovery or a children’s club to encourage healthy habits and active play. It all matters and it all makes a difference!

Our passionate and caring team’s number one priority is the prudent stewardship of your gifts and the resulting positive impact on patients and medical staff at Peace Arch Hospital and the entire White Rock and South Surrey community. Ready to try a new, creative way of giving? Make a gift of shares today! 

We encourage you to continue reading below for a detailed outline on how to make your gift. Feel free to share this page and our free resources with your professional advisor so that they can assist you in minimizing your taxes and maximizing your charitable impact. 

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 Elodie Bezubiak or mailed to:

    Elodie Bezubiak
    Philanthropy Officer, Leadership Giving
    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.

    **Please note: Your tax receipt will be valued based on the price when the securities are received in the Foundation’s investment account,

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"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

Resources for Professional Advisors

If you’re a professional advisor, we want to help you help your clients. We understand the critical work professional advisors like you make to ensure your clients are equipped with the knowledge, understanding and trust in their wealth and estate management teams, and we want to arm you with the tools you need to double your impact! 

Connecting with clients about their charitable aspirations through the philanthropic conversation deepens the relationship and builds the foundations of life-long collaboration, helping clients achieve their philanthropic and financial goals. Together with your clients, you can help them make a gift that can significantly reduce the tax burden, while making a meaningful contribution to the future of health care at Peace Arch Hospital and the White Rock/South Surrey community for years to come.

Visit our Information for Professional Advisors page for more resources, videos, downloads, event opportunities, and more!

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