Your Impact with a Gift of Stock!

  1. Your Gift in support of the Furniture Campaign is matched dollar for dollar (up to the first $70,000 of the matching campaign)
  2. Save on the Capital Gains tax you must pay! 
  3. Make a difference in the lives of the residents living at the Lodge today and tomorrow!

Why a Gift of Securities?

Your gift of securities entitles you to a donation receipt for the full market value (resale) of your contribution. Your gift will result in a tax credit to reduce your income taxes. You can use it in the year of your gift or carry it forward for up to five additional years. 

You pay no capital gains tax on the appreciated value (increased price) of your securities. Donating securities directly to Hillel Lodge LTC Foundation avoids the tax on capital gains, maximizes the return on your investment and protects the tax credits for use against other taxable income.

Simply Follow These Easy Steps:

  1. Download and complete the transfer of shares form
  2. Notify us of your gift by contacting the Foundation office at 613-728-3990 or foundation@hillel-ltc.com 
  3. Contact your broker or investment advisor to request the transfer of stock and provide them with the transfer of shares form or the information on the form.
  4. Once we receive the transfer of shares we will notify you and send you your charitable tax receipt.