Gifts of Stock and Securities

Why Donate Securities?

When you make a gift of securities to Headwaters Health Care Foundation, you are making an immediate impact on the level of health care provided to 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 will also receive a charitable tax receipt for your donation.

Securities can include stocks, mutual funds, flow-through shares, and employee stock options, just to name a few. 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.