Gifting Securities

Maximize your giving impact.

Make an Immediate Impact

By donating appreciated stocks, bonds, or mutual funds directly to our Foundation, you will receive a larger tax credit and receive a charitable tax receipt for the full value of your shares—so you may be able to make a larger gift than by a cash donation alone!

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Everyone Benefits

No Capital Gains

You don’t have to pay the capital gains tax that you would have incurred if you sold the asset (tax is calculated on 50% of the appreciated value, at a current rate of 45%). This means more of your donation goes towards making a difference in the health and well-being of the community.

Tax Receipt

You will receive a tax receipt for the full market value of the securities, which can be used to further reduce your annual income tax filing.

Donating your appreciated securities is quick and easy.

Here’s how it works:

  • Please complete the Securities Donation Form.
  • You or your investment advisor should send the form and securities to our investment advisor, Aviso Wealth.
  • Upon acceptance of the transferred securities to the Foundation’s account (this may take up to two days for shares, or a few weeks in the case of mutual funds), Aviso Wealth will advise us of the closing bid value of the securities, which is the amount the Foundation will receive.
  • We will issue you an official tax receipt for the closing marketing price on the date that the securities were received in our Aviso Wealth account.

Please note that in order to receive the tax benefits, the securities must be transferred to the Pacific Public Health Foundation. Selling the securities yourself and then making a donation with the proceeds will not result in the elimination of the capital gains tax.

Thank you for considering a gift to help support public health in BC!

Have questions?

We would be happy to support you with any further information you may need. Please feel free to reach out to us at any time. Please contact:

Tracy Penner
Senior Development Officer
604.707.2400 ext. 273068

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