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Home 5 Ways to Give 5 Gifts of Shares

Gifts of Shares

Enjoy the tax benefits now with a gift of publicly traded shares.

Donors may transfer gifts of Publicly Traded Shares to the Aberdeen Health Foundation electronically or by mail.

Electronic transfer:

The simplest way to make gifts of Publicly Traded Shares is by way of electronic transfer. Simply complete the following form and advise your broker to initiate the transfer by wire directly to Aberdeen Health Foundation Society’s brokerage account.

The valuation of the securities for charitable donation tax purposes will be the market value of the securities at the close of the stock market on the date the shares are received into the Aberdeen Health Foundation Society account.

By mail:

Share certificates can also be re-registered in the name of Aberdeen Health Foundation Society and forwarded by registered mail.

  • If the donor’s broker holds his/her certificate, the donor must notify the broker in writing what shares are to be transferred to Aberdeen Health Foundation Society.
  • If the owner holds the certificate and wants to donate shares to the Foundation, he/she should mail an unendorsed certificate and a signed stock power form in separate envelopes, by certified mail. A bank or the donor’s broker should guarantee the signature on the stock or bond power and he/she should sign their name exactly as it appears on the security.

The valuation of the securities for charitable donation tax purposes will be the market value of the securities at the close of the stock market on the date the shares are received into the Aberdeen Health Foundation Society account.

I want my gift to be directed to: (see list to the right)
A copy of this form will be emailed to your broker
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Area of Greatest Need

Frank & Irene Sobey Memorial Fund: Flexibility to respond to emerging needs.

Health System

Investments in the health system impact patient access and care in a variety of areas. You can help by giving to one of the following:

Jim Gogan Medical Equipment Endowment: Advancing patient care through program and technology enhancements.

Palliative Care Fund: Providing perpetual support to enhance palliative care services in Pictou County.

Donald Horne Endowment for Children’s Health: Enhancing direct patient care to children in Pictou County.

Oncology Patient Fund: Supporting patients with extra expenses related to their diagnosis and treatment, including travel, medication, and medical devices.

Population Health

Good health is our greatest resource. To advance population health in Pictou County, we work with community partners to identify and address barriers that prevent people from achieving their full health potential. You can join us by giving to one of the following:

Children’s Aid Society (CAS) Endowment: Funding for community projects that promote healthy child development.

Sandbar Mental Health Endowment: Funding to enhance mental health programs and care in Pictou County.

Continuing Education

Everyone benefits when our health care workers are provided with opportunities to learn and adapt to health care innovation, new technology, and evolving best practices. Join us in our commitment to continued learning by giving to any of these funds:

Bain Langley Palliative Care Education Endowment: Continuing education and training for medical staff and volunteers working in the palliative care program in Pictou County.

Johnnie Miles Williston Education Fund: Continuing education that will enhance patient and community care.

Edith Were Fraser Family Memorial Endowment: Continuing education for nursing staff in Pictou County.