Recent changes in the federal tax law allows even greater incentives to make charitable gifts using appreciated, publicly listed stocks or securities. These significant changes have eliminate the capital gains tax, when securities are donated directly to a charity.

When you donate stocks or securities to the Foundation, you get a charitable tax receipt for the full value of the donated stock and eliminate the tax due on any capital gain on the securities. Simply put, the greater the gain, the greater the tax savings.

Take Stock in Health Care, Donate Stocks or Securities Now

  • Download the Letter of Instruction to transfer securities to the Woodstock Hospital Foundation
  • Complete all sections of the form, including your contact information, the contact information for your broker and the share information.
  • Contact the Foundation’s broker to initiate the transfer:

Jim Wilhelm 

CIBC Wood Gundy

412 Dundas Street

Woodstock, ON

Phone: 519-421-1197

Fax: 519-421-1334

Email:  james.wilhelm@cibc.ca  Account # 448014031

 

  • Contact the Woodstock Hospital Foundation

310 Juliana Drive

Woodstock, ON

Phone: 519-421-4226

Fax: 519-421-4253

Email: foundation@wgh.on.ca

 

  • When the transaction is completed a tax receipt for the amount of the donation received by the Foundation will be sent to you. Since charitable tax receipts are issued based on the closing market value on the day received in the Foundation’s brokerage account, it is important that we are notified in order to extend our gratitude and issue a timely charitable tax receipt for your gift.