The elimination of the capital gains tax on gifts of appreciated securities may create a significant tax advantage for you depending on your financial situation. Donors who choose to give gifts of securities that have appreciated in value, will avoid paying capital gains tax on the appreciated amount thereby reducing the amount of tax they pay.

Information for brokers and financial planners: Click here

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Assumptions:

  • You have given at least $200 in charitable donations in the same tax year
  • Provincial tax rates vary. Marginal tax rate at 46% for illustration. Please choose the tax rate that more closely reflects your own personal tax situation.
  • You have eligible publicly-traded securities to donate which may include shares, bonds, bills, warrants, futures and units in mutual funds that are traded on Canadian, American and/or major international exchanges

Please Note: For more information about charitable tax credits, please visit the Canada Revenue Agency website.

The information provided above is for illustration purposes only. Please consult your financial and/or legal advisor for tax-effective giving that is most suitable for you.

Click here to download a Stock Transfer Form.

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