DONATING SECURITIES AND SHARES:

Donating securities is a powerful way to give.

Give more by donating securities & shares

When you donate publicly traded securities, like stocks, bonds, or mutual funds, you’re making one of the most effective charitable gifts possible. Not only does your donation support critical healthcare services right here in the South Okanagan and Similkameen, but it also gives you significant tax advantages.

By transferring securities directly to the South Okanagan Similkameen Medical Foundation, you avoid paying capital gains tax on any increase in their value. This means your gift goes further, helping more patients, funding more equipment, and supporting more programs, without costing you more.

Whether it’s helping a newborn in distress, improving access to care for seniors, or supporting emergency services across the region, your donation makes a real difference. Even a modest investment can become a meaningful legacy when donated as securities.

Talk to your financial advisor about how a gift of securities could work for you. Together, we can turn your investment into a healthier future for everyone in our community.

For more information on donating securities and shares please contact us:
Phone (250) 492-9027

Download the SOSMF Donation of Securities PDF

Use this form to donate publicly traded securities, such as stocks, bonds, or mutual funds, to the SOS Medical Foundation. It includes everything you and your financial advisor need to complete the transfer quickly and easily.