Gifts of Securities

Give strategically. Make a lasting impact.

When you give through securities, you’re not just making a gift — you’re making a thoughtful, high-impact investment in the future of health care at Southlake Health.

These giving options can provide significant tax advantage, while ensuring Southlake Health can deliver leading edge care to patients and families across our communities, for generations to come.

Gifts of securities

Donating appreciated stocks, mutual funds, or other publicly traded securities is one of the most tax-effective ways to give.

When you donate securities directly to Southlake Health Foundation:

  • You eliminate capital gains tax on the appreciated value of your investment
  • You receive a charitable tax receipt for the fair market value at the time of the transfer
  • You make an immediate and meaningful impact on patient care

To make your gift, simply complete the form below and send it to us or your financial advisor:

Download Securities Donation Form

Questions about Gifts of Securities? Contact:

Lynn Conforti
Senior Director, Principal Gifts
lconforti@southlake.ca
416-576-7333