Stocks
Donate Stocks

Gifts of Shares and Securities
Tax changes have made donating publicly listed securities such as stocks, bonds and mutual funds an
attractive option for many individuals. Effective May 2, 2006 the Federal Budget reduced the Capital Gain
Inclusion Rate from 25% to 0 on the donation of publicly traded shares to Charities.

Based on a $1,000 donation of shares to the Charity, the total tax assistance derived by donating stocks
results in significant savings to the donor:

The table below assumes a nil adjusted cost base for the donated shares and a combined federal and
provincial top marginal tax rate:
 
Donate Cash
Donate Publicly Listed Securities
Donation Amount
$1,000
$1,000
Non Refundable Tax Credit Received
$460
$460
Tax Saving on Capital Gains
N/A
$230
Total Tax Benefit
$460
$690
Other legacy gift options include:
•        Charitable Gift Annuities
•        Charitable Remainder Trusts
•        Gifts of Real Estate
RRSPs or RRIFs
For more information on how you can make a gift of stock including benefits, please contact Ed Schild,
Executive Director, at 416-495-8832 or by e-mail
eschild@regesh.com  You may also donate securities on
line through Canada Helps by clicking
HERE