GIVE SECURITIES 

You can make a bigger impact by donating securities and mutual funds!

Giving securities or mutual funds is considered one of the the most tax-efficient way to give charitably in Canada. It allows you to eliminate capital gains tax while receiving a charitable tax receipt for the fair market value. When you donate shares directly, you get a larger tax credit and give more to Rise.

How it works:

Rise accepts securities donations through the form below via CanadaHelps. On their website, CanadaHelps provides a very good example of how giving securities or mutual funds can benefit both you and the organization you are supporting:

Let’s say you purchased common shares in ABC Company for a cost of $1,000 and a few years later they now have a current market value of $5,000. You would have a capital gain of $4,000. The chart below illustrates what happens if you sell the shares and then donate the after-tax proceeds and what happens if you donate the shares directly using CanadaHelps.

For more detailed information on what a gift of securities might mean for you, RBC Wealth Management has a helpful guide on how gifting shares instead of cash could enhance your tax benefit.