Why donate securities and shares?

Your gift of securities entitles you to a donation receipt for the full market value (resale) of your contribution. Your gift will result in a non-refundable tax credit that will reduce your income taxes. You pay no capital gains tax on the appreciated value (increased price) of your securities. Donating securities directly to the South Okanagan Similkameen Medical Foundation avoids the tax on capital gains, maximizes the return on your investment and protects the tax credits for use against other taxable income.  Making a gift of stocks, bonds, mutual funds or flow through shares to the South Okanagan Similkameen is easy and fast. Canadians can donate their publicly traded securities or mutual funds without incurring the tax. Capital gains on donated shares are not taxed.

DOWNLOAD – SOSMF Donation of Securities PDF

For more information on donating securities and shares:
Call the South Okanagan Similkameen Medical Foundation
Phone (250) 492-9027
Toll Free (866) 771-0994

You can make a difference.

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