Planned Giving

Securities/Mutual Funds/Flow-through Shares/Stock Options

A gift of publicly traded securities is a cost-effective way to support the Yukon Hospital Foundation.

Only 25 per cent of the capital gain has to be included in your income (versus claiming 50 per cent of the capital gain if the shares are sold by the donor). 

The tax credit will more than offset the tax payable on the capital gain. In addition to being able to claim up to 75 per cent of net income, this amount can be increased by 25 per cent of the capital gain. Amounts not used can be carried forward for up to five years.