Invest in caring for your community
Making a gift of securities to VON Oxford is a worthwhile and tax-free alternative to donating cash. Securities are an easy way to make a difference.
Reasons to give
Every VON Oxford donation helps individuals live their lives to fullest. Your gift can help someone build a social network, get to an important medical appointment, be less lonely, bring joy to daily activities, provide a nourishing meal or bring comfort at the end of life.
There is no capital gains tax on gifts of appreciated securities, meaning there are substantial tax incentives. By donating appreciated stocks, mutual funds, segregated funds, bonds or flow through shares to VON Oxford, your donation is tax free and you’ll receive a tax receipt for the fair market value of the securities.
See your donations at work for more information on the impact of your investment.
How to donate securities
Transferring securities to VON Oxford is simple:
- Consult your financial advisor to determine your options;
- Complete our Gift of Securities Form and submit to your broker to initiate the transfer;
- Notify us of your planned securities transfer by sending us a copy of the completed form as soon as possible;
- Please be advised that the value of the donation receipt will be based on the closing price of the security on the day the securities are received into VON Oxford’s brokerage account, in accordance with Canada Revenue Agency Regulations.
Forms can be faxed to 519-539-2926, scanned and emailed to firstname.lastname@example.org, or mailed to:
550 Ingersoll Avenue
Woodstock, ON N4S 4Y2
*All securities are transferred into our account anonymously, so it’s important to notify us of your intent before any transfer occurs. Unexpected and/or unidentifiable transfers could delay our ability to recognize your contribution and issue a tax receipt.
Victorian Order of Nurses, Oxford Community Corporation
Charitable Number: 11928 4776 RR0001
Contact Trish Gergich, Manager, Fund Development, by phone at 519-476-8848 or email email@example.com