When you make a gift of publicly-traded securities to St. Joseph’s, you not only take advantage of recent developments in tax law to decrease the amount of tax you pay, you also support care, teaching and research. 

There are five easy steps to take when making your gift of securities:

• Contact St. Joseph’s Health Care Foundation to advise us that you wish to make a gift of securities.  You can request the Charitable Donation of Securities In-Kind form or access the form below.
• If you work with an investment advisor, inform them of your plans to make a gift of securities. They will help you complete the Charitable Donation of Securities In-Kind form.
• If you self-manage your investments, the Foundation is available to help you complete the Charitable Donation of Securities In-Kind form and guide you through the transfer process.
• Your advisor or investment firm will contact the Foundation’s brokerage firm to complete the transfer.
• A Charitable donation receipt will be issued to you for the closing price of the securities on the day that they are received by St. Joseph’s Health Care Foundation’s brokerage firm.

Please use this form If you would like to make a gift of securities ( 255kb .pdf download)

For more information on gifts of securities, please contact:
Sue Hardy, Manager, Leadership Giving
sue.hardy@sjhc.london.on.ca or 519-646-6085