Official Website of Shaukat Khanum Hospital of Canada.    (905) 470-8111   office@cerfcanada.com

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Donation of Stocks & Securities

turn-your-investments-into-hope

Turn Your Investments Into Hope

A gift of stock, mutual funds, ETFs, or other securities can be one of the most impactful ways to support cancer patients at Shaukat Khanum Memorial Cancer Hospital and Research Centre.

Many donors choose to donate appreciated securities because such gifts may provide tax advantages while helping maximize the value of their charitable contribution. By donating securities directly, you may be able to make a larger impact than with an equivalent cash gift.

(Please consult your tax, legal, or financial advisor regarding your individual circumstances. Imran Khan Cancer Appeal Inc. does not provide tax, legal, or financial advice.)

Our partners at DonateStock make it easy to donate stock from your brokerage account in minutes. It’s safe, fast and free!
See How donating stock is one of the most tax-efficient ways to give [Watch Video].

Option 1: Donate Online in Minutes

Our partners at DonateStock make it easy to donate stock from your brokerage account in minutes. It’s safe, fast and free!

Option 2: Donate Through Your Broker or Financial Advisor

If you prefer, you may donate stocks or securities directly through your broker or financial advisor using the transfer instructions below.
Name
Dealer Name
RBC Dominion Securities
Nominee Name:
Mutual Fund Department
Account Number:
4160543312
DTC Number:
5002
Because securities transfers are often received without donor identification, please do complete this Stock Donation Form to ensure your gift is properly credited and acknowledged.

Frequently Asked Questions

What are the benefits of donating stocks and securities?

Donating appreciated stocks and securities that you have owned for more than one year may help you avoid capital gains tax.

You may be eligible to receive a charitable tax deduction based on the full fair market value of your donated securities.

By donating appreciated securities instead of selling them first, more of your gift can support life-saving cancer treatment, as the proceeds that may otherwise have been paid in capital gains tax remain available for charitable giving.

Donating appreciated securities can also be an effective way to rebalance your investment portfolio.

Please consult your tax, legal or financial advisor regarding your individual circumstances. Imran Khan Cancer Appeal Inc. does not provide tax, legal or financial advice.

What are the guidelines for donating stocks and securities?

You can donate publicly traded stocks, mutual funds, exchange-traded funds (ETFs) and bonds.

To help maximize the potential tax benefits of your gift, donated securities should generally have been held for more than one year.

Securities must be freely transferable and tradable on a major U.S. stock exchange. Certain over-the-counter (OTC) or micro-cap securities may not be eligible.

Restricted stock and stock options are generally not eligible due to transfer restrictions.

If you are donating shares from an employee stock plan, please check with your employer or financial advisor regarding any applicable restrictions before initiating your gift.

Please consult your tax, legal or financial advisor regarding your individual circumstances. Imran Khan Cancer Appeal Inc. does not provide tax, legal or financial advice.

How does the online stock donation portal work?

Begin your stock donation using the online portal below by selecting your brokerage firm and entering the details of your gift.

Once your donation has been initiated, transfer instructions will be sent to your brokerage firm or financial advisor, who will complete the transfer through the DTC system.

Once the shares have been received, you will be notified and an acknowledgement letter will follow.

Can my financial advisor donate stocks on my behalf?

Yes. Your financial advisor or broker can initiate the stock transfer on your behalf.

Simply ask your financial advisor to visit our stock donation page and request the transfer instructions.

Your advisor will be asked to provide a few details about your donation so that Imran Khan Cancer Appeal Inc. can identify, reconcile and acknowledge your gift once it has been received.

Transfer instructions will then be provided to your advisor so they can initiate the transfer.