It’s simple: a gift of shares allows you to make a donation that costs you less, because since 2006, capital gains are tax-exempt. This type of donation is ideal in the case of securities that have increased in value since they were acquired.Watch the video: gift of shares overview
The bequest allows you to give the gift of life, regardless of your current financial situation, as well as potentially reduce the tax burden on your estate. It means you’ll be giving to a cause that’s close to your heart, and planning a legacy that reflects who you are.Watch the video: bequest overview
Gift of life insurance
The gift of life insurance allows you to leave a meaningful legacy, one that reflects your values and is cost-effective. Regardless of the option you choose, the decision you make today will give you the chance to leave your mark.
Flow-through share donations
Donating flow-through shares is a tax-effective option because it can allow you to reduce the cost of your donation to around 1%. It’s a strategic way to contribute to a cause that’s close to your heart.
Gift of shares through a holding company
If you own a holding company, this tax-effective option allows you to make a larger gift than the equivalent cash donation.
Give with heart,
Planned giving allows you to provide long-term support to the Institute by including a donation in your financial, tax and estate planning. Making a legacy gift to the Institute is an act of generosity that will last a lifetime.
To learn more about your options, please contact Catherine St-André, advisory director, major and planned gifts, at 514 376-3330, ext. 2442, or at firstname.lastname@example.org.