Great Tax Benefits to You
In 2006, the Government of Canada introduced a special tax incentive for individuals that donate appreciated publicly traded securities and stocks to Canadian registered charities. You can give a gift of publicly traded securities to The Dementia Society of Ottawa and Renfrew County and eliminate 100% of the capital gains tax.
If you own stocks or mutual funds that have grown in value, you may face a tax bill when you sell them. By donating them directly to The Dementia Society of Ottawa and Renfrew County you reduce your tax bill and make a significant gift at the same time.
Benefits to You
The Dementia Society of Ottawa and Renfrew County strongly recommends that you seek professional advice to ensure your financial goals are considered, your tax situation reviewed, and that your planned gift is tailored to your own circumstances. The Dementia Society of Ottawa and Renfrew County recommends that you consult your lawyer or estate planner regarding the specific wording of any gifts of stocks and securities or other type of planned gift.
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