Donate

ABLE2

Gift of stock or securities

Maximize your charitable giving by making a gift of stock or securities to ABLE2. Your gift will empower people with disabilities to build lives of meaning and joy, and you will receive a tax receipt for the full value of your eligible securities or mutual funds. When you donate publicly listed security like stocks, mutual funds, and bonds, with accrued capital gains donated to ABLE2, you benefit from the elimination of the capital gain tax plus the donation tax credit.

Speak with your financial or tax advisor to see if this is the best option for you.

ABLE2 will be pleased to work with you and your advisors to ensure smooth transfer of your publicly listed securities and prompt delivery of your charitable tax receipt.

Benefits to you as a donor

The following chart illustrates the tax savings that donors realize when making a gift of securities rather than selling them first or donating the cash equivalent.

Sell securities
for cash. Donate after-
tax proceeds:
Donate Shares
Directly to
ABLE2:
Original cost of
Securities:
 		$1,000$1,000
Current Market
Value:
 		$5,000 $5,000
Capital Gains:
 		$4,000 $4,000
Tax on Capital
Gains:
 		$920 $0
Donation Amount
After-Tax:
 		$4,080 $5,000 – ABLE2
gets $920 more!
Your Charitable Tax
Credit
 		$1,876 $2,300— Your
charitable tax
credit is $424
more!

This chart is for illustration purposes only.

Donating Securities will help you immediately reduce the amount of tax you pay on your income. This
may be carried forward if your donation exceeds your annual limit and used in any of the next five years.

It could also help reduce the taxes on your estate in the year of your death— and allow more of your
estate to go to your beneficiaries.

How it works

ABLE2 works with CanadaHelps to receive gifts of securities:

For more information, please contact info@able2.org or call 613-761-9522

An ABLE2 donor has the following rights click to read