top of page
An Investment for the Future
Couple your investment portfolio with your charitable giving. If you have any reasonably appreciated publicly listed securities residing outside of an RSP, donating those assets can bring terrific additional tax savings. All such gifts will result in the elimination of tax on the capital gain. Plus, you still receive a charitable receipt for the full value of the stock.
These two forms of tax savings can reduce the cost of a gift substantially. Please contact us if you would like a more specific illustration of how this works.
Options include:
Public Stock
Bonds
Mutual Funds
It’s easy and efficient. Big Brothers will even provide a step by step guide.
bottom of page