• Donate Online to a Fund
• Give to your heart’s content this holiday season
• Year-End Giving Guide
• Tax Benefits for Donating Shares

Client Services
1-866-843-3722
Vancouver Tricia Cummings
604-647-6611 ext 243
Toronto Doug Taylor
416-481-8652 ext 249

Tax Benefits for Donating Shares

Donating Shares

Tax incentives provide significant advantages for Canadian donors who donate publicly traded securities and mutual funds to registered charities and foundations.

If you are considering making a donation to a charity and own equities, bonds, and/or mutual funds that have appreciated, you are better off donating them directly to the charity.

If you sell them, 50% of the gain is taxable and you will have less to donate.

What are the benefits of donating appreciated shares?

• You will not have to pay capital gains tax on the sale of the shares.
• You receive a tax receipt for the full market value of the shares.

Please contact us to learn more about donating your shares.