Webinar: Giving a Gift of Publicly Traded Securities

About this Webinar:

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.

Date and time

Tuesday, October 26, 2021 at 12:00 PM – 1:00 PM EDT

Click to Register Here