The simplest way to make your gift of securities is to have them electronically transferred from your brokerage account to the Brockville and District Hospital Foundation’s brokerage account. You will receive a receipt for income tax purposes for the full appreciated value of your donation of publicly traded stock or securities—similar to when you donate cash gifts.
To make a gift of securities, please contact the Foundation.
The BDHF made giving a gift with securities very easy. They walk you through all the steps and answered all of my questions. Giving a gift of securities is a great tax incentive -- definitely a “win-win.”