WAYS
TO GIVE
TO GIVE
Gifts of Securities
You can make a tax-smart donation to support your Georgian Bay General Hospital by donating securities.
HOW DOES IT WORK?
The process is simple.
To make a gift of securities to Georgian Bay General Hospital, simply follow these instructions:
1
Download, complete and send the Gift of Publicly Traded Securities Form to Greg MacMillan, Director, Finance & Operations, GBGH Foundation (macmillang@gbgh.on.ca). This form does not initiate the transfer of securities, but it is an important first step in the process.
2
Contact your broker or financial advisor to initiate the transfer of your securities to the Georgian Bay General Hospital Foundation (send them the same form – make sure you sign it first!).
3
Once the transfer is complete, we will send you the tax receipt for the value of your gift.
The best way to ensure that your charitable plans reflect your personal situation and long-term goals is to consult your legal, financial or income tax advisor.
If you have any questions about making a donation with a gift of securities, or how your gift will be recognized, please contact Victoria Evans, Sr. Key Relationships Officer, at 705-526-1300 ext. 5344 or by email.
