Donating securities can be a strategic way of making a significant donation without tapping into your cash reserves and also getting tax receipt for your contributions.
This is a beneficial strategy for mitigate the tax impact of investments like stocks, bonds, term deposits, or mutual funds that have appreciated since their acquisition.
When you donate these assets to Development and Peace ― Caritas Canada, we handle their sale on the market. This allows you complete exemption from federal and provincial capital gains taxes.
If you own an investment company that generates sufficient income to leverage tax benefits, it could be advantageous for your stock donation to come from your company. This would increase the balance of your Capital Dividend Account (CDA) by an amount equal to the capital gains of the assets donated, all tax-free.
In this way, you could donate at a lower cost while boosting your Capital Dividend Account (CDA) and paying tax-exempt dividends to your shareholders.
A tax receipt for the value of the securities will be issued to you once the transfer to our organization is effected.
Take your support of the mission of Development and Peace ― Caritas to the next level with a stock donation that lets you give more without affecting your liquidity and cash flow.
Do not hesitate to contact :
Joan Gauthier
Philanthropic Development Director
Joan.Gauthier@devp.org
T.: 514 257-8710, ext. 315
Toll-free: 1-888-234-8533, ext. 315
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555 René-Lévesque Blvd. West, 8th Floor
Montreal (Quebec) Canada H2Z 1B1
Phone: 514-257-8711
Toll-free: 1-888-234-8533
Fax: 514-257-8497
Email: info@devp.org
Charity number: 1 1882 9902 RR 0001
Our international cooperation program is carried out in part with the financial support of the Government of Canada acting through Global Affairs Canada.
Development and Peace — Caritas Canada is the official international solidarity organization of the Catholic Church in Canada and the Canadian member of Caritas Internationalis.
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