Gifts of Securities

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Donating publicly traded stock and securities is an easy and tax-smart way to support the McGill University Health Centre

It is more advantageous for both the donor and the charity to gift the securities directly to the Foundation, rather than sell them and donate the proceeds. The donor will not have to pay any tax on a capital gain if the securities are donated to the MUHC or RVH Foundation, whereas if one were to sell the securities, 50% of the appreciated value would be subject to capital gains tax, resulting in a larger tax burden for the donor and a smaller gift to the charity.

A gift will not qualify for the capital gains tax elimination if the shares are sold and the cash is then donated to a charity. The gift must be made “in-kind” to qualify for the capital gains tax exemption, so the securities must be transferred directly into the Foundation’s brokerage account. A donation receipt is issued for the fair market value of the security on the date of transfer.

For more information on transferring securities to the MUHC or RVH Foundation, please contact:

Lorrraine Balleine, Director of Finance and Administration
514-934-1934 ext. 34153
Email: lorraine.balleine@muhc.mcgill.ca

Click here for more information on how to make a gift of securities.

McGill University Health Centre Foundation Charitable Registration Number: 86843 3947 RR0001
Royal Victoria Hospital Foundation Charitable Registration Number: 11892 1659 RR0001

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the MUHC Foundation

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the RVH Foundation

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Congratulations to Don Sheppard and Brendan Snarr of the Research Institute of the MUHC for being named in the 10 ‘discoveries of year’ selected by Quebec Science for 2017 ... See MoreSee Less

Québec Science magazine has selected its 10 Discoveries of the Year for 2017! 🔬 Don Sheppard and Brendan Snarr of the Research Institute of the MUHC and McGill University made the list for their...

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Yesterday, researchers, donors and staff gathered to celebrate the official opening of the RI-MUHC Centre for Outcomes Research and Evaluation (CORE) in its new home on 5252 boulevard de Maisonneuve. Created in 2013, CORE comprises more than 90 experts in epidemiology, biostatistics, clinical trials and health services research who work to improve the health and health care of Canadians. Previously scattered in various locations, these researchers as well as over 350 trainees and professional staff are now finally united under one roof. Funding for the new infrastructure, which is located a few steps away from the Glen site, was supported in large part by the MUHC Foundation via the Best Care for Life Campaign and by the federal-provincial Strategic Investment Fund. ... See MoreSee Less

Yesterday, researchers, donors and staff gathered to celebrate the official opening of the RI-MUHC Centre for Outcomes Research and Evaluation (CORE) in its new home on 5252 boulevard de Maisonneuve. ...

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At the MUHC & RVH Foundations, patients and their families are at the heart of our mission, and we understand the importance of having world-class patient care available to them when they need it most.  It is an honour and a privilege to inspire our community to philanthropically support the greatest needs of the MUHC. Our donors motivate us, as well as our researchers and healthcare providers, to offer the best care for life.

Julie Quenneville

President, MUHC & RVH Foundations