Gift of Stock Transfer Form

A Gift of Securities

A gift of publicly traded securities can generate greater tax savings for donors compared to a donation of cash following the sale of the same securities.

By transferring the securities directly to the St. Thomas Elgin General Hospital Foundation, donors can eliminate all capital gains tax on their gift.

Gifts of publicly traded securities include:

  • Stocks
  • Bonds
  • Mutual funds
  • Other marketable securities