Inspirational Stories QCH Foundation ottawa

Making a Gift of Securities, Mutual Funds or Stocks

With tax season now upon us, I’ve been thinking about practical ways to give back — especially options that are both meaningful and financially smart. One approach I recently learned more about is donating publicly traded securities, such as stocks or mutual funds, directly to the QCH Foundation.

What surprised me is how simple this type of gift can be. By donating securities instead of cash, you eliminate capital gains tax on the donated assets, while still receiving a charitable tax receipt for the full market value. That means more support for patient care at QCH and potential tax advantages!

For me, it’s reassuring to know that even during tax season, there are thoughtful ways to make a difference. Gifts of securities can help ensure Queensway Carleton Hospital continues to provide the compassionate, high‑quality care our community relies on for broken legs, unexpected emergencies, and everything in between.

If you’re already reviewing your finances this time of year, it might be worth considering whether a gift of securities could be part of your charitable plans. It’s one more way to support a hospital that’s always there when we need it most.

As always, I’m not a financial expert. I’m just sharing what I discover so you can bring ideas to your lawyer, accountant, or financial advisor. If QCH has supported your family like it has supported mine — through surgeries, aging parents, visits to the Emergency Department or unexpected March Break adventures — this might be an option worth exploring.

P.S – not only am I making a gift of securities, but my mom  is making a special gift through the Champions of Care program, to honour the excellent care provided by my physician at QCH when I broke my leg. If you would like to give thanks to a nurse, doctor, team, support staff or volunteer for the special care you received at QCH, you can honour them as a Champion of Care. The QCH Champions of Care receive a custom-designed pin to proudly wear, along with a personalized message from you sharing details about how their exceptional care made a difference. The donation amount will remain confidential. And right now, Chartwell Retirement Residences are generously matching all Champions of Care donations… up to $15,000!

Click here to view past stories and to learn more about Leo and his family.

If you have questions or topics you’d like Leo to investigate, please reach out to Julie at jwade@qch.on.ca or 343-996-7062. She’d love to hear from you!

Disclaimer:  The character and situations are fictional and for illustration purposes only,  though inspired by real conversations with donors.