Support Your Favourite Charity with Gifts of Securities

Fred Smith* is a big-hearted man, and has always donated a percentage of his annual income to charity. When the homeless shelter in his city launched a fundraising campaign to construct a new building, he decided to give them an extra $10,000 above his annual support. Fred was excitedly telling a friend about the project over lunch one day when his friend told…

Read More

Donating Bonds: An Efficient Solution in Crisis

Donating bonds

Donating bonds is a great option to explore when stock markets drop, and interest rates start to fall. Individuals and corporations that donate publicly traded securities in-kind avoid paying the capital gains tax. Publicly traded securities are stocks, bonds, mutual funds and ETFs (Exchange Traded Funds) listed on a designated stock exchange. With the decline…

Read More