Donating securities (such as shares, stocks, bonds, or units in a mutual fund trust) allows you to support specialized health care for clients at the Dr. Peter Centre while maximizing tax benefits.
Transferring securities that have realized capital gains to the Dr. Peter Centre as a donation will not be taxed and you will receive a charitable tax receipt for the fair market value of the securities.
You can also transfer securities that have incurred capital losses and apply the loss to reduce the tax on capital gains realized over the past three years, as well as receiving a charitable tax receipt applicable over the next four years.
If you would like to learn more about maximizing your tax benefits, please contact Shelina Dilgir at sdilgir@drpeter.org