Making a gift of securities is a tax effective way to help the kids and families at the Alberta Children’s Hospital now or in the future as part of your estate planning.
If you donate publicly traded securities that have increased in value directly to the Alberta Children’s Hospital Foundation you do not have to pay tax on the capital gain.
Publicly traded securities include:
public company shares
mutual fund units
To donate gifts of securities, please use the Deed of Gift of Securities form (click to open)
Four easy steps:
1. Complete the Deed of Gift and return to the Foundation as per the instructions on the form.
2. The Foundation will review the Deed of Gift and decide whether it can accept the gift of securities.
3. The Foundation will provide you with an executed copy of the Deed of Gift for you to give to your broker to initiate the transfer.
4. Once our broker confirms receipt of and valuation of the gift of securities as described in the Deed of Gift, the Foundation may issue a charitable donation receipt to you.
If you would like more information about
leaving a legacy gift to the Alberta Children’s Hospital Foundation,
please contact one of our gift planners:
Heather Stevens Sheelagh Mercier
Charitable Gift Planner Charitable Gift Planner
Information for your legacy planning:
Legal Name: Alberta Children’s Hospital Foundation
Address: 2888 Shaganappi Trail NW, Calgary, AB T3B 6A8
Charitable Registration Number: 13037 3244 RR0001
We strongly encourage you to talk to your family about your plans and
seek professional legal, estate planning and/or financial advice when making
decisions about your gift to the Alberta Children's Hospital Foundation.