Gifts of Appreciated Securities
Learning how to give more effectively can benefit you and the charities you choose to support.
In this course, we’ll explain the tax benefits of gifting assets other than cash to charities, especially gifts of appreciated securities like stocks, bonds, and mutual funds. Donating more efficiently may allow you to provide even more support to your favourite charity!
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About the Program
This series intends to help donors become more effective at supporting causes that are important to them.
This series intends to help donors become more effective at supporting causes that are important to them.
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Test Your Knowledge
How much do you know about different ways to support the charities that are important to you?
How much do you know about different ways to support the charities that are important to you?
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Amy's Donation Tax Credit
Regardless of how she donates, Amy will receive a donation tax receipt for the full market value of her donation.
Regardless of how she donates, Amy will receive a donation tax receipt for the full market value of her donation.
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Let’s look at Amy’s capital gain situation.
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Let’s look at the tax benefit from donating an appreciated security.
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