As the year wraps up, it’s the perfect time to amplify your charitable impact. Donating publicly traded securities to the Delta Hospital and Community Health Foundation (DHCH Foundation) offers a chance to create lasting change in your community while unlocking valuable tax benefits.
Support exceptional care healthcare at Delta Hospital, Irene Thomas Hospice and Mountain View Manor by donating appreciated stocks, bonds or mutual funds. This impactful gift not only strengthens local healthcare but also helps to reduce taxes, making an even greater impact on Delta’s healthcare system.
The benefits of donating securities
Donating publicly traded securities to the DHCH Foundation offers several key tax advantages. For example, donating appreciated securities avoids capital gains tax on the increased value of your assets. You’ll also receive a tax receipt for the fair market value of your securities, which can reduce your tax liability.
Your donation helps meet urgent needs at Delta Hospital while helping to shape the future of healthcare for the entire community.
How to make a year-end gift of securities
Making a year-end gift is easy. Follow these steps:
- Talk to your financial advisor to see how securities donations can fit into your tax strategy.
- Complete the transfer form on the DHCHF website.
- Send the form to your broker to initiate the transfer.
- Notify DHCHF by contacting Jodi Stokes at 604-940-9695.
- Receive a tax receipt for your securities’ fair market value.
To receive credit for the 2024 tax year, complete transfers by Dec. 31, 2024.
Last year, donations of securities helped fund the purchase of a 3D mammography system, enabling earlier breast cancer detection and offering a more comfortable screening process. These contributions also supported the“Coming Home” capital campaign, which will transform senior care in Delta.
For more information on year-end gifts of securities, visit DHCHF’s Securities Donation Page.
