stocks
A gift of securities is a signicantly cost-effective and tax-saving way to make a difference today in our Heroes’ tomorrow.
When donating appreciated publicly-traded stocks, bonds, or mutual funds, donors are not required to
pay tax on capital gains. Donors will receive a tax receipt for the fair market value of the donated securities, where applicable.
Please read the following information carefully and follow these simple steps to successfully donate a gift of securities to
Beit Halochem Canada, Aid to Disabled Veterans of Israel.
Your tax receipt will be valued based on the closing price on the day when the shares are legally transferred to
Beit Halochem Canada’s brokerage account.
STEP 1
Consult with your financial adviser or broker to further discuss your decision to donate a gift of securities to BHC. A financial professional will be able to best guide you through this process.
STEP 2
Complete the “Donation of Securities” form here.
A completed “Donation of Securities” form is required to initiate the electronic transfer of securities.
STEP 3
Send the completed “Donation of Securities” form to your financial adviser or broker.
Your financial representative is responsible for initiating the transfer of securities.
step 4
Send a copy of the completed “Donation of Securities” form to BHC’s broker:
RBC Dominion Securities
Hilton Kagan
Phone: 416.842.2466
Fax: 416.842.2222
Email: hilton.kagan@rbc.com