Donating Securities

Maximize impact when you donate securities directly.
 
Would you like to make a meaningful donation to Lakeridge Health Foundation while paying no capital gains tax on appreciated securities?
 
Donating securities directly to Lakeridge Health Foundation eliminates the capital gains tax earned. This means you can support the future health care needs at our Whitby and Oshawa Hospitals while minimizing the cost of the donation to you.  If you are interested in learning how to donate gifts of stock, mutual fund shares, or something similar, please contact Steve MacDonald.

Are you ready to donate securities right now? Please fill out the gift of securities form and fax or email the completed form to both: 

• Lakeridge Health Foundation: Attention Jamie Davis.   

  • Fax: (905) 743-5306

  • Email: jdavis@lh.ca 

• Investment Manager: BMO Nesbitt Burns, The Follows Group, attention Keri Schumacher. 

  • Fax: (905)-404-0289

  • Email: keri.schumacher@nbpcd.com 

If you have questions regarding the gift of securities form, please contact Keri Schumacher of BMO Nesbitt Burns, The Follows Group.