Donating publicly traded securities is a powerful way to give: it allows you to eliminate the capital gains tax and receive a charitable tax receipt for your contribution. Whether you choose to give now or as part of your estate planning, it’s a straightforward process.
Simply consult your financial advisor to identify the investments that will make the biggest financial and philanthropic impact. Then, instruct your broker to transfer the securities to Sunnybrook Foundation using the securities transfer form (PDF).
Once you’ve made your gift, please let us know so we can express our gratitude for your support of Sunnybrook.
Make a Securities Donation
Step 1: Download the securities transfer form (PDF)
Step 2: Complete and submit the form to your broker to initiate the transfer.
Step 3: Send a copy of the signed and completed transfer form to Susan Lee at Susan.lee@sunnybrook.ca and we will inform our broker.
Did You Know?
Donating a gift of securities in your will can also significantly reduce the taxes payable by your estate. Talk to your financial advisor or find out more.
Special Update
In the 2023 federal budget, legislative changes were proposed to the alternative minimum tax (AMT) that will affect individuals and trusts. The legislation, coming into effect in 2024, may affect tax credits associated with charitable donations including gifts of appreciated securities. Please consult your financial advisor for further information.
To receive a tax receipt for the current year, ensure your gift is deposited in our broker’s account by December 31. At year-end the sale process can take up to several weeks, please plan accordingly.
Other Ways to Give to Sunnybrook
Your special one time gift makes a difference in the lives of patients and their families in their toughest moments. Help elevate care and advance innovation at Sunnybrook.
Sunnybrook’s monthly donors are critical to building a solid foundation for exceptional care and powering our high-performing teams. When you give monthly – any amount that feels right for you – you are joining a dedicated community of donors whose combined support has an enormous impact that can be seen and felt across Sunnybrook.
Did you know over 3 million Canadians have left a gift in their Will to charity, ensuring they have a lasting impact? When you leave a gift of any size in your will to Sunnybrook, you help us to be there for future generations, while still being able to provide for your loved ones first. We are here to help with all your questions.
Honor the memory of a loved one by making a heartfelt gift in their name. Celebrate their life and legacy with a meaningful tribute.
Convenient and flexible – workplace giving is a powerful way to support life saving care at Sunnybrook while fostering a culture of generosity at your organization.