Gift of Securities
Donate your Securities
Did you know you can donate your securities—such as stocks, bonds, or mutual funds—directly to our organization? It’s one of the most tax-efficient ways to give, allowing you to make a bigger impact at no extra cost.
Maximize Your Impact and Minimize Taxes
When you donate securities that have increased in value, you won’t pay capital gains tax on the appreciation. This means your gift goes further—helping us continue our work—while you benefit from a larger charitable tax credit. You carry forward any unused charitable tax credits for up to five years.
By donating your securities directly, instead of selling them first, you eliminate the capital gains tax altogether. That’s a win-win for you and the cause you care about.
Instant Tax Receipts
You’ll receive a charitable tax receipt for the fair market value of your securities based on the date they’re received by our broker.
You can easily make your gift of securities through CanadaHelps, which processes these donations safely and efficiently.
| Sell securities for cash. Donate after Tax proceeds | Donate securities directly using CanadaHelps | |
|---|---|---|
| Original Cost of Securities | $1,000 | $1,000 |
| Current Market Value | $5,000 | $5,000 |
| Capital Gain | $4,000 | $4,000 |
| Tax on Capital Gains | $920 | $0 |
| Donation Amount After-Tax | $4,080 | $5,000 |
| Your Charitable Tax Credit | $1,876 | $2,300 |
Parkinson Association of Alberta would receive $920 more from donating your securities directly!
You would receive $424 more in your charitable tax credit!
Note: Assuming a marginal tax rate of 46% and a capital gains inclusing rate of 50%. This example is for illustration purposes only and provided by Canada Helps. Please consult your tax or financial professional.
