Thank you for considering a gift of securities to the Cowichan Valley Hospice Society in support of hospice care for our community.
The procedure for giving securities is straightforward. Following your donation, we will issue a charitable tax receipt based on the closing value of the shares on the date they are received into our brokerage account.
Please note that under current tax rules the securities you donate will be exempt from capital gains tax only if you transfer them in kind. The capital gains tax exemption does not apply if you first sell the securities and then donate the cash proceeds.
The Donation Process
1. Please contact Gretchen Hartley about transferring your gift. Please indicate the name and type of security to be donated, the number of shares, total value, and the date you intend to make your gift.
2. Please complete the Transfer of Securities Form (click here to download) and send it to Gretchen Hartley by fax, email or mail.
3. Instruct your broker to complete the transfer. Sending a copy of this form to your broker may provide sufficient authorization. You may also wish to follow up closely with your broker to help ensure your instructions are carried out promptly as you prefer.
If you have any questions or require assistance, please call Cowichan Hospice at 250-701-4242