Donating Appreciated Shares – Public and Private Shares and Securities (including mutual funds)
A common misconception about planned or legacy giving is that you benefit only in the future. In fact, you can often benefitimmediately.
50 per cent of a capital gain from the sale of stock is taxable. When a stock is donated to a registered charity, the full capital gain is exempt and no tax is owed. The exemption can be applied to income tax returns up to five years after the gif...