Gift of Stock to help the Garden

Why make a gift of securities to support the Dream Garden?

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 can use it in the year of your gift or carry it forward for up to five additional years. 

You pay no capital gains tax on the appreciated value (increased price) of your securities. Donating securities directly to Hillel Lodge Foundation's Dream Garden avoids the tax on capital gains, maximizes the return on your investment and protects the tax credits for use against other taxable income.

The chart below shows the tax advantage when you donate shares to Heart & Stroke instead of selling them and donating the proceeds. This calculation assumes a tax rate of 50%.

Simply follow these steps:

1. Download and complete the transfer of shares form
2. Notify us of your gift by contacting the Foundation office at 613-728-3990
3. Contact your broker or investment advisor to request the transfer of stock and provide them with the transfer of shares form or the information on the form.
4. Once we receive the transfer of shares we will notify you and confirm the amount of your charitable tax receipt.