GIFT OF SECURITIES
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| Form to Donate Publicly Traded Securities |  | 219.47KB | |
| Click to download our form to donate publicly traded securities to the St. Francis Valley Healthcare Foundation. Please return the form to the Foundation prior to transfer. | |||
Did You Know?
The St. Francis Valley Healthcare Foundation accepts gifts of publicly traded securities, including stocks and mutual funds. Donating securities directly to charity can be one of the most tax-efficient ways to give. Depending on your circumstances, you may eliminate capital gains tax on the donated securities while receiving a charitable tax receipt for their fair market value. It's a meaningful way to support local healthcare while maximizing the impact of your generosity.
Planning a year-end gift? Start the process early. Transfers of securities can take time to complete, and initiating the transfer well before December 31 helps ensure your gift is received within the current tax year.
Download the file above for instructions on how to donate publicly traded securities, or contact us at the Foundation at 613-756-3045 ext. 217 or office@sfvhfoundation.com.