Donating a Gift of Securities
Allows you to give more, save more and achieve more.
Donating a Gift of Securities (GOS) provides even greater benefits than donating cash—for you, the Inflamed Brain Alliance, and the PANS PANDAS community we all seek to support. This giving option allows you to give more, save more, and achieve more.
Here are just a few benefits of donating a Gift of Securities:
- You support the Inflamed Brain Alliance while taking advantage of Canada’s generous charitable tax credit system.
- You pay less tax because Capital Gains Tax is eliminated on appreciated securities.
- You receive a tax receipt immediately for the fair market value (FMV) of the appreciated security.
The following example demonstrates the benefits of donating securities directly to charity instead of selling them and donating the cash.
Option A: Sell Securities and Donate Cash | Option B: Donate Securities Directly to IBA | |
Market value of security | $10,000 | $10,000 |
Initial cost of security | $2,000 | $2,000 |
Capital gain (FMV less cost) | $8,000 (for donor) | $8,000 (for IBA) |
Taxable capital gain | $4,000 | $0 (no capital gains tax) |
Tax due on capital gain (50%) | $2,000 (50% of taxable gain) | $0 (no capital gains tax) |
Donation $ after taxes / tax receipt for gift | $8,000 | $10,000 (a larger gift) |
Tax credit for gift (50%) | $4,000 | $5,000 (a larger tax credit) |
Cost of Gift (after tax) | $4,000 | $2,000 |
*Example uses Alberta federal and provincial combined tax rate of 50%. Tax rates vary by province.
Please note that our support is limited to providing information on how to transfer securities to the Inflamed Brain Alliance. We cannot offer personal financial, tax, or legal advice regarding your donation.
Disclaimer: The information on this website is provided for general purposes and does not constitute financial, tax, or legal advice. Your individual circumstances may affect the information presented here. We strongly recommend consulting with your personal advisors before making a donation of securities.
Complete the digital form below to donate your GOS now.
For additional information download and read through this 1-page document.