Donate stocks, bonds, or mutual fund shares instead of cash and you’ll extend your tax savings even further. When you donate these types of securities to Surrey Hospitals Foundation, you benefit in two ways:

  • You receive an immediate donation receipt for the fair market value of the security, and
  • You benefit from the complete elimination of capital gains tax on those shares

Ready to donate shares now? Download the Security Transfers Form here. 

 

Did you know?

You can take advantage of many benefits when you make a gift of publicly listed shares or securities.

Follow 3 easy steps

to qualify for large tax savings.

 

Security Transfers Form

This information is needed for the transfer, tracking and receipting of your donation.
Download the form.

Give the form to your advisor

Your advisor will arrange for the transfer of shares to the Surrey Hospitals Foundation account. Surrey Hospitals Foundation cannot initiate the transfer. If you use a self-directed investment account, fax this form to your applicable transfer dept. Call us for the correct fax number.

Get in touch

Surrey is the birthplace of innovation and change… and exciting things are happening here. We invite you to join us by creating a legacy that lives on and transforms health care for generations.

For more information, contact:

Yolanda Bouwman
Director, Charitable and Legacy Gifts
Yolanda.bouwman@fraserhealth.ca
604 585 5509

Don Hickling
Vice President, Leadership Giving
Don.hickling@fraserhealth.ca
604 953 9709