The simplest way to make your gift of securities is to have them electronically transferred from your brokerage account 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.
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.”
Download form???? – we are checking with RBC