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Gift of Securities Calculator
Donating publicly-traded securities can offer a greater tax benefit than if you sold the securities and donated the cash proceeds. Find out the after-tax cost of your donation below.

Calculating the after-tax cost of donating securities
Your combined marginal tax rate:
Current fair market value of your securities: $
Original cost of your securities: $



Results
  Donate your
securities in-kind
   vs.
Sell Your Securities
and Donate Proceeds
 Amount of your donation:
 
 Subtract your charitable tax credit:
 
 Add tax on the capital gain:
 
 After-tax cost of your donation:
 
 Net Benefit
   



Assumptions:
  • You have given at least $200 in charitable donations in the same tax year
  • Provincial tax rates vary. So please choose the tax rate the 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

Note: For more information about charitable tax credits, please visit the Canada Revenue Agency website at www.cra-arc.gc.ca.

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.