Gift of Securities

Making a gift of publicly traded securities, mutual funds or stocks is simple

Donating gifts of securities allows you to support the programs and services of Saint Luke’s Place while realizing considerable tax savings.
Since gifts of securities come from assets rather than income, they receive a more favourable tax treatment.

Tax receipts for gifts of securities reflect the date the securities are received in our account. The deadline for receipt of 2025 gifts of securities is December 31, 2025.

Complete the form and have your broker or transfer agent send this form to The RaeLipskie Partnership at stacey@raelipskie.com.

Note – Saint Luke’s Place cannot initiate this share transfer on your behalf.