Calculator

Tax Credit Calculator - Estimated Tax Savings Benefit

Using our on-line tax credit calculator will enable you to compare the tax advantages when donating publicly traded securities to donating cash. Simply enter the current value of the shares you are considering donating and the purchase price of the shares. Our calculator will make the calculation based on the top marginal rate of 46.41% and makes the assumption that you are a resident of Ontario and have already made charitable donations of $200 or more during the tax year.

The elimination of the capital gains tax on gifts of appreciated securities may create a significant tax advantage to you depending on your financial situation. It is important to seek the advice of your financial advisor when making a donation of securities.

  Sell Shares and Donate Gross Proceeds Donation of Shares Cash Gift
Current value of shares $ 
Purchase price of shares $  
Realized gain on disposition of shares  
  Sell Shares and Donate Gross Proceeds Donation of Shares Cash Gift
Value of donation to the charity
Taxable capital gain  
Taxes payable on the realized capital gain  
Tax credit for the donation
Net after-tax cost of making the donation

Note: The information on this page can help facilitate discussions between you and your advisor. It is not intended as legal advice. We encourage you to seek advice from a qualified professional.
 

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