Give a Gift of Securities

Gift of Securities Calculator

If you own publicly traded securities, mutual funds, or flow through shares, you may want to consider donating them directly to CNIB. Canadians can donate their publicly traded securities or mutual funds without incurring the Capital gain tax. Capital gains on donated shares are not taxed. This may provide a greater benefit to you than donating cash.

Calculating the after-tax cost of donating securities

Your combined marginal tax rate:	Please select 26% 30% 34% 38% 46%
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:		vs.
Subtract your charitable tax credit:		vs.
Add tax on the capital gain:		vs.
After-tax cost of your donation:		vs.
Net Benefit

Please note that this calculator is an approximation and is intended for illustration purposes only. There may be additional tax benefits to donating flow through shares.

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

Disclaimer

The information on this website is provided for general information purposes only. It is not intended as a substitute for professional advice and assistance from your legal advisor, financial advisor or tax consultant. We recommend that you discuss your plans with your legal advisor and/or financial advisor before proceeding with a securities, mutual fund, or flow through shares gift.