GIVING SECURITIES: A TAX-SMART WAY
TO SUPPORT END-OF-LIFE CARE

Donating publicly traded securities, such as stocks, bonds or mutual funds, to Pilgrims Hospice Society is a smart and powerful way to support end-of-life care.

When you donate securities directly (rather than selling them first and giving the cash), you avoid paying capital gains tax on the appreciation. That means more of your gift goes straight to providing comfort, compassion and dignity at the end of life.

Why Give Securities?

Donating publicly traded securities:

Maximizes your impact.

Capital gains tax doesn’t apply when the gift is made in kind, making your donation go further.

Qualifies for a charitable tax receipt.

You’ll receive a tax receipt for the fair market value of the securities on the date they are received into Pilgrims account.

Let's you give more for less.

This giving option lets you turn appreciated assets into meaningful support without reducing your overall financial flexibility.

What Qualifies?

A gift of publicly traded securities may include shares, bonds, mutual funds and similar marketable investments.

How Does it Work?

1. Talk with your financial advisor.

Your advisor can help you decide which securities make the most sense to give and ensure the transfer aligns with your financial and charitable goals.

2. Initiate the transfer.

Instruct your broker or financial institution to transfer the eligible securities directly to Pilgrims’ brokerage account. Please include a completed transfer form with your instructions.

Download the Transfer Form

3. Receive your receipt.

Once the transfer is complete, we’ll issue a charitable tax receipt for the market value of the securities on the date we receive them.

Note: Pilgrims Hospice Society cannot provide personalized tax or legal advice. We recommend consulting your financial advisor or tax professional before making a gift of securities.

Questions?

Contact Nicole Craft, Director of Fund Development, at 780-413-9801 ext. 234.