Marketable Securities

Building for tomorrow’s healthcare today

Marketable securities are a special form of property including stocks, bonds and mutual funds. They are transferable and usually easy to value. As such, they make excellent charitable gifts entitling you to a tax deduction. The tax receipt is based on the fair market value of the securities at the close of trading on the day the transfer is made to the Foundation. The tax receipt is immediate and can be used for the taxation year in which the gift is made.