Gifts of Appreciated Securities

Learning how to give more effectively can benefit you and the charities you choose to support.

In this course, we’ll explain the tax benefits of gifting assets other than cash to charities, especially gifts of appreciated securities like stocks, bonds, and mutual funds. Donating more efficiently may allow you to provide even more support to your favourite charity!

You will learn: What is the difference between gifting cash to charity and gifting an appreciated asset, such as a stock, bond or mutual fund? How can these type of gifts further reduce your income tax?

Estimated completion time: 15 minutes