Gift of Securities

💼 Giving Through Securities

Making a gift of publicly traded securities, mutual funds, or stocks is a simple and impactful way to support the programs and services at Saint Luke’s Place—while also benefiting from significant tax advantages.

📈 Tax Benefits
Because these gifts are made from assets rather than income, they receive more favourable tax treatment. Tax receipts are issued based on the date the securities are received in our account.

📅 Important Deadline
To qualify for the current year tax receipt, your gift must be received by December 31.

📄 How to Give
Complete the transfer form and have your broker or transfer agent send it to:
📧 The RaeLipskie Partnership – stacey@raelipskie.com

⚠️ Please Note
Saint Luke’s Place cannot initiate the share transfer on your behalf.