Donations of securities are currently one of the most tax-smart ways to make charitable donations in Canada – but is your charity set up to accept them? CanadaHelps has you covered! Since 2007 we have been successfully helping our charities to accept donations of publicly traded securities and mutual funds. This webinar will outline how the donation works for the charity and the donor, how CanadaHelps processes gifts for your charity and how to market, promote and speak to donors about this type of donation. Our speaker Paul Nazareth, VP of Community Engagement at CanadaHelps is a 15 year planned giving professional who is a national instructor with the Canadian Association of Gift Planners, has worked with securities donations in charities of all sizes and with the advisors who make these gifts happen. Get your program set up to get more gifts this year!

1. Securities:
Setting up your program

2. Donate Securities Now
Your Charity Automatically Selected
• Use the Donate Securities button to
enable your donors to gift securities
to your charity.
• We facilitate the sale of the security,
issue the tax receipt, and disburse
the proceeds to your charity.
• Low, non-commercial rates.
Less than $10,000 = 3
$10,000$49,999 = 2.5%
$50,000-$99,999 = 2.25%
$100,000 and up = 2%
Avoid the
capital gains tax.
Give more.
Get more back.
Canada’s largest online mutual fund & securities donation platform.

3. Gifts to all charities: charitable organizations,
public foundations, private foundations
Gifts of securities listed on a prescribed public
exchange, as well as bonds, mutual fund units and
shares
Gifts in Kind
Donation of Publicly-Traded Securities

4. CanadaHelps Receipt Valuation: Closing price on
the day of receipt – this is the value of the tax
receipt (NOT proceeds of sale)
Treatment of Gifts:
 Canadian best practice to sell immediately
 Sale price of stock has no effect on tax receipt

5. Gifts of public securities must be donated “in kind” in order
to qualify for elimination of gain
Be sure donor’s broker does not sell before transferring
Be clear about timing of donation, in-kind donations take
longer than cash gifts to transfer, liquidate and receipt.
When speaking with donors

6. Donate Securities
Canada’s largest online mutual fund & securities donation platform.
Avoid the
capital gains tax.
Give more.
Get more back.

7. Example: Securities Gift
7
Sell Shares and Donate
Cash
Donate the Shares
FMV of shares $100,000 $100,000
Adjusted cost base of shares $40,000 $40,000
Capital Gain $60,000 $60,000
Income inclusion for Capital
Gain ($60,000 x 50% of gain
x 45% tax rate)
$13,500 $0
Charitable Tax Receipt $100,000 $100,000
Tax credits for gift at 45% $45,000 $45,000
Tax Savings after offsetting
tax on capital gain
$31,500
($45,000 - $13,500)
$45,000

8. I would like information on leaving CHARITY NAME in my Will
I have included CHARITY NAME in my Will
I would like information on donating securities

10. Join Canada’s 3rd GivingTuesday
December 1, 2015.
A National Day when Canadians, charities and businesses come
together to celebrate giving.
• A day for the soul on the Tuesday right after two massive
days of commerce: Black Friday and Cyber Monday.

11. Our Cause is Every Cause
At CanadaHelps, we work with charities from every province and territory
across the country, and from every charitable sub-sector. We’re invested in
ensuring all charities have access to effective technology and education they
need to be successful fundraisers.

12. Call us today to learn more
about what we offer!
Charity Support
info@canadahelps.org
1-888-787-4264
www.canadahelps.org
355 Adelaide St. W.
Toronto, ON M5V 1S2
BN: 896568417RR0001
youtube.com/canadahelp
s
@CharityLifeCA
facebook.com/canadahelp
s
@Canadahelps
Paul Nazareth
V.P. Community Engagement
pauln@canadahelps.org
416-628-6948 x2388
Matt Gontovnick
Charity Engagement Specialist
mattg@canadahelps.org
416-628-6948 x 2398