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Stock Donations - Sunnybrook Foundation

Donating shares
to Sunnybrook
can reduce the cost
of your gift.

Stock Donation

By donating stock (publicly traded securities), you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donate the proceeds. You will also received a charitable tax receipt for your donation.

You can give now, or as part of your estate and will planning.

Giving is simple. Consult your financial advisor to decide which investments make the greatest financial and philanthropic impact. Then ask your broker to transfer your publicly traded securities to Sunnybrook Foundation by downloading and completing the securities transfer form.

Please do get in touch and let us know you have made your gift so that we can show our appreciation for your support of Sunnybrook.

In the 2023 federal budget, legislative changes were proposed to the alternative minimum tax (AMT) that will affect individuals and trusts. The legislation, coming in to effect in 2024, may affect tax credits associated with charitable donations including gifts of appreciated securities. Please consult your financial advisor for further information.

Make a Securities Donation

Step 2
Complete form and send it to your broker.
Step 3
Notify Susan Lee when transaction is initiated or Cell: 437-928-5303

Call Us

Sharon Hogan 416-480-4827