Support Canadian Families While Maximizing Your Tax Benefits
Give more. Save on taxes. Advance hope.
The benefits of donating Gifts of Securities.
Every gift helps Inflamed Brain Alliance improve recognition of PANS and PANDAS, support families, educate healthcare professionals, and advance research across Canada.
A gift of publicly traded securities is one of the most tax-effective ways to support Inflamed Brain Alliance. By donating securities directly instead of selling them first, you may eliminate capital gains tax while receiving a charitable tax receipt for the fair market value of your gift. Even better, your generosity helps advance research, education, advocacy, and support for families affected by PANS and PANDAS across Canada.
Why Donate Securities?
- Maximize your impact
More of your investment can support Canadian families living with PANS and PANDAS. - Reduce taxes
Eligible securities donated directly may eliminate capital gains tax. - Receive a charitable tax receipt
CanadaHelps issues your receipt after your securities have been received and valued.
What You Can Donate
How it Works
The following simplified example illustrates why donating appreciated securities directly may be more tax-efficient than selling them first. Gifts of Securities have become one of the fastest-growing ways Canadians support charitable causes while maximizing the impact of their giving. Actual tax results depend on the type of investment, province of residence, income and individual circumstances.
*NOTE: ALL tax results below are estimated*
| Option A: | Option B: | |
| Sell Stock and Donate Proceeds | Donate Stock Directly to the IBA | |
| Fair Market Value (FMV) | $10,000 | $10,000 |
| Initial cost of Stock | $2,000 | $2,000 |
| Capital Gain (FMV less cost) | $8,000 (for donor) | $8,000 (for IBA) |
| Taxable Capital Gain | $4,000 (50%) | $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) |
| Net Tax Benefit from Donation (tax credit minus tax payable on gain) | $2,000 | $4,000 |
*Example uses Alberta federal and provincial combined tax rate of 50%. Tax rates vary by province.
*Secure & Trusted
Your information is protected. The form is securely hosted and processed by CanadaHelps, one of Canada’s most trusted charitable giving platforms. CanadaHelps uses Transport Layer Security and the highest level of PCI compliance to protect information submitted through its fundraising tools, and donor information is stored in Canada.
CanadaHelps will manage the transfer process, keep you informed and issue your charitable tax receipt once the securities have been received and valued. For technical questions about the CanadaHelps transfer process, contact [email protected].
Ready to Make Your Gift?
Your investment has already grown. Now it can help improve the lives of Canadian families affected by PANS and PANDAS.
Complete the secure CanadaHelps form below to begin your gift of securities.
Questions? Contact Us.
We’d be happy to help provide general information about the donation process.. Please contact us at [email protected] and we’ll be pleased to answer any questions about the donation process.
For advice about your personal tax or financial circumstances, please speak with your professional advisor.
Prefer a Printable Overview?
Download our one-page Gift of Securities Guide to review the benefits and donation process or share it with your financial advisor.
FAQs
Professional advice: The information on this page is general in nature and does not constitute financial, tax or legal advice. Tax treatment varies based on individual circumstances. Please consult your financial, tax or legal advisor before making a gift of securities.