Donating Appreciated Shares – Public and Private Shares and Securities (including mutual funds) A common misconception about planned or legacy giving is that you benefit only in the future. In fact, you can often benefitimmediately. 50 per cent of a capital gain from the sale of stock is taxable. When a stock is donated to a registered charity, the full capital gain is exempt and no tax is owed. The exemption can be applied to income tax returns up to five years after the gift has been made, as with any charitable contribution. Gift of securities and mutual funds

How It Works Donating a gift of securities, stocks and bonds, is simple and can have great tax-saving advantages for you while making a real difference to the charitable work of the Canadian Medical Foundation. Gifts eligible for this preferred tax treatment can be funded with a variety of securities: Prescribed bonds; Units of mutual funds;and Shares, warrants, bills and futures that are listed on the stock exchanges...