A Tax-Efficient Way to Give

Did you know, when you sell publicly traded securities privately, you are taxed on 50% of the capital gains? However, if you give the securities directly to charity as a gift-in-kind, you pay no tax on the capital gains and receive a donation tax receipt for their full market value.

Join Greg Kippers, CFP as he explains how to give a gift of publicly traded securities to a charity of your choice. Learn when it may be best for you to provide this gift - now, in the future, or through a gift in your Will.

Time will also be provided for Q&A regarding this or other financial planning questions you may have.

Hosted by ELFEC (Lutheran Foundation of the ELCIC), the Anglican Diocese of Ottawa, and the Anglican Diocese of Niagara.

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