Calgary Health Trust

Shares and Securities

Donating publicly traded shares, bonds or mutual funds is becoming increasingly popular because of significant tax saving incentives. A gift of securities to Calgary Health Trust can completely eliminate the steep capital gains tax you would incur if you were to sell these assets and donate the proceeds. You receive a tax receipt for the fair market value of the securities at the time we receive them. The combination of tax-exempt capital gains and the charitable tax credit for the donation may allow you to provide a significant gift at a relatively low cost. Gifts of flow-through shares are another tax smart option and provide additional tax benefits.

Instructions for Publicly Traded Securities

Deed of Securities Gift Agreement Form

To learn more about how you can donate your publicly-traded securities, please email Dirk DeGagne, Accountant or call 403-943-0635.

This information provided is general in nature, does not constitute legal or financial advice, and should not be relied upon as a substitute for professional advice. We strongly encourage you to seek professional legal, estate planning and/or financial advice before deciding upon your course of action.