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Donation in real estate value
Through a gift of publicly traded securities, you give more to the Old Brewery Mission, while reducing your tax burden.
Planned giving
Donations of Listed Securities
Any securities transferred directly to the Old Brewery Foundation may be entirely or partially exempt from capital gains tax, depending on your tax situation. You will also be entitled to a tax receipt for the fair market value of the donated shares.
Your benefits
It's more advantageous to donate these shares directly to the Old Brewery Mission Foundation than to sell them and then make a cash gift, or to offset a donation you've already given. It's also a good way to make a major gift, at a cost similar to or even lower than a cash donation.
Benefit #1
Tax receipt for the fair market value of the securities;
Benefit #2
There are no capital gains taxes on the donated shares, allowing you to maximize the value of your gift without increasing the amount of your contributions or the net cost of your donation;
Benefit #3
For securities donated through a holding company, the company’s capital dividend account (CDA) increases by the non-taxable portion of the resulting capital gain, allowing shareholders to receive tax-free dividends equivalent to the amount of the capital gain.
Guide to donating publicly traded securities
Consult our guide to donating publicly traded securities to find out how you can make a tax-efficient donation while supporting our mission.
Ready to begin the gifting process?
Contact Antonietta Nicolo, Senior Adviser, Major Gifts and Planned Giving.
Antonietta Nicolo