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Give through Stocks or Securities in Canada

Donating publicly traded stocks, bonds, or mutual funds is a simple and impactful way for Canadians to give. Gifts of securities help ensure that patients can reach the care they deserve, without being limited by the cost or logistics of travel. Ready to donate securities now? Download the Securities Transfer Form: Hope-Air-Donation-Form.pdf

How your Gift Helps Patients

Donating stocks or securities allows Hope Air to cover the real-world costs that prevent patients from accessing healthcare:
  • Travel for medical appointments
  • Transportation and accommodations
  • Support for families during long-distance care
Your gift turns financial and logistical barriers into access, making healthcare equitable for patients across Canada.

What is a Gift of Stocks or Securities?

A gift of securities is a donation of publicly traded stocks, bonds, or mutual funds directly to Hope Air.
  • It’s sometimes called a securities donation, in-kind transfer or non-cash gift
  • The transfer is handled by your broker or financial institution
  • A charitable tax receipt is issued for the fair market value of the securities

Why Canadian Donors Give Securities

Many donors choose securities donations because:
  • Efficient impact: Gifts can be larger without additional cash outlay. There are significant tax implications, outlined below, which allow your donation to go further.
  • Simplicity: Transfers are handled by your broker
  • Flexibility: You can give stocks, bonds, or mutual funds
  • Support multiple causes: You can recommend portions of your portfolio to different charities.
A gift of securities allows you to focus on impact, not administration.

Tax benefits for Canadian Donors

Donating publicly traded securities directly to Hope Air can help you give more efficiently:
  • You receive a charitable tax receipt for the full fair market value of the securities.
  • You avoid paying capital gains tax on the donated shares.
  • More of your investment goes directly to helping patients access care.
We recommend speaking with your financial advisor to determine the best option for your situation. Gifts typically have a minimum approximate value of $500 due to brokerage requirements.
Learn more about donating securities (PDF): Gifts-of-Appreciated-Securities.pdf

How to give Securities to Hope Air

You can follow these steps to donate stocks or securities:
  • 1. Contact your broker or financial institution
    • 2. Request a transfer of the securities to Hope Air by having your broker complete our official securities transfer form: Hope-Air-Donation-Form.pdf
    3. Confirm the transfer and receive a charitable tax receipt from Hope Air
You’re welcome to let us know about your gift so we can thank you personally.

Hope Air Charitable Information for Securities Gifts

Field
Legal name
Charitable registration number Country
Detail
Hope Air
119042299RR0001
Canada

Don't Have Securities to Donate?

If stocks, bonds, or mutual funds aren’t part of your portfolio, there are other ways to support Hope Air:
  • Cash, credit card, cheques gifts
  • Donor-Advised Funds
  • Planned gifts or gifts in a will
All options help remove the barriers that prevent patients from accessing care.

Frequently Asked Questions (FAQ)

Most publicly traded stocks, bonds, and mutual funds can be donated. Contact us to confirm eligibility.

Yes. You will receive a charitable tax receipt for the fair market value of the securities on the transfer date.

Yes. You can request anonymity through your broker or financial institution.

Yes. Donations of securities are typically made through your financial advisor or broker.

Questions or assistance

If you’d like to discuss legacy giving or explore planned giving options with Hope Air, we’re happy to connect at any time:
Jon Collins at jcollins@hopeair.ca (416) 800-9032 or (877) 346-4673
Creating a legacy ensures equitable access to care for patients today and tomorrow — on your terms.