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Stocks and Securities
Donating appreciated stocks or mutual funds is the most tax-effective way to make an outright gift to CHEO. When an individual or an estate sells an appreciated stock or mutual fund, they are required to pay tax on 50 per cent of the capital gain. However, thanks to the Federal Budget of May 2006, if they donate the appreciated securities to a charity in-kind, they pay no capital gains tax.
Benefits of making a gift of securities to the CHEO Foundation
- A charitable tax receipt will be issued for the fair market value of the securities
- No capital gains is owed resulting in more money going to CHEO
Please see the table below which illustrates the benefit of giving to the CHEO Foundation through gift of securities.
How to Give
Transferring your appreciated securities to the CHEO Foundation is easy. Please complete the Securities Gift Form (PDF document) and give to your broker to complete the transaction.
Please contact Marc Belanger at 613-738-3691 or by email at [email protected] with any questions you may have.