Donating Securities

What is a Donating Securities?

A Donation Securities, such as stocks, bonds or mutual funds, allows you to support Mission inclusion while benefiting from significant tax advantages on capital gains depending on your income.

Donating securities is a simple and smart way to give. You can avoid generating a capital gain on securities and publicly traded securities that appreciate in value. Simply complete our form with your broker, who will transfer the funds directly to Mission inclusion at the chosen time.

What is a Donating Securities?

A Donation Securities, such as stocks, bonds or mutual funds, allows you to support Mission inclusion while benefiting from significant tax advantages on capital gains depending on your income.
Donating securities is a simple and smart way to give. You can avoid generating a capital gain on securities and publicly traded securities that appreciate in value. Simply complete our form with your broker, who will transfer the funds directly to Mission inclusion at the chosen time.
ADVANTAGES

  Simplicity: Your broker transfers the publicly traded securities to Mission inclusion’s account at the time of your choosing.

  Tax receipt: You receive a tax receipt for 100% of the market value of the shares at the time of transfer.

  Tax-free: When you sell appreciated shares, you generate a capital gain that is taxed at 50%. When you donate them to Mission inclusion, the capital gain is not taxable.

More information

Kim Laporte

Senior Advisor

514 495-2409 ext. 120
klaporte@missioninclusion.ca

 

Do you know all the types
of planned giving?

There are many types of planned gifts. They all allow you to perpetuate your values and continue to improve the world for the most disadvantaged, while enjoying attractive tax benefits.

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Jules and Paul-Émile Léger Foundation

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Charity number : 118923689 RR 0001