Information for brokers and financial planners: Click here

Assumptions:

  • You have given at least $200 in charitable donations in the same tax year
  • Provincial tax rates vary. Marginal tax rate at 46% for illustration. Please choose the tax rate that more closely reflects your own personal tax situation.
  • You have eligible publicly-traded securities to donate which may include shares, bonds, bills, warrants, futures and units in mutual funds that are traded on Canadian, American and/or major international exchanges

Please Note:
For more information about charitable tax credits, please visit the Canada Revenue Agency website.



The information provided above is for illustration purposes only. Please consult your financial and/or legal advisor for tax-effective giving that is most suitable for you.

Click here to download a Stock Transfer Form.