Stocks and Securities

Sean Zikman
Director of Philanthropy

(514) 488-0043, ext 1410
sean.zikman@habilitas.ca

A gift of stock to HABILITAS is an easy way to help enhance the quality of life and provide a stronger future for people with physical disabilities.

You can also benefit from tax advantages for the fair market value of your stocks on the date your gift is made. The value of your donated stocks can be any amount. Your lawyer, accountant or financial planner can advise what method of giving will be the most tax effective for you.

Here is an example of the tax benefits:

	Donate Stocks Directly	Sell Stocks and Donate Cash
Current Fair Market Value (A)	$10,000	$10,000
Amount paid for stocks	$5,000	$5,000
Capital gain	$5,000	$5,000
Taxable capital gain at 50%	$0	$2,500
Marginal tax rate in Quebec	53.33%	53.33%
Tax on capital gain at marginal rate (B)	$0	$1,333
Charitable tax receipt for gift	$10,000	$10,000
Tax savings from donation tax credit (C)	$5,333	$5,333
Net cost of donation = (A) + (B) – (C)	$4667	$6,000