Gifts of Stock and Securities

Why Donate Securities?

When you make a gift of securities to Headwaters Health Care Foundation, you’re making an immediate impact on the level of health care available in our community, while reflecting your passion and values as a donor. By donating publicly traded securities, you eliminate the capital gains tax that you’d have to pay if you sold the securities and then donated the proceeds. You’ll also receive a charitable tax receipt for your donation.

Securities can include stocks, mutual funds, segregated funds, bonds, flow-through shares, and employee stock options. 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 most financial and philanthropic impact. Then ask your broker to transfer your securities to Headwaters Health Care Foundation by completing the transfer form.

Please give us a call and let us know you have made your gift so that we can show our appreciation.

Download the form