Gifts of Securities Calculator

Contributing a gift of publicly-traded securities, mutual funds or other investments to the RESOLVE Campaign is a tax-efficient way to transform the lives of Calgary’s most vulnerable citizens. And it’s easy to do. The combination of zero tax on gains plus tax credits means you can get greater financial benefits than with a gift of cash of the same amount.

Below is a simplified calculator for comparative purposes only. Please consult with your professional advisors for personalized advice. This calculator should not be used as professional advice.

Instructions:

1. Enter the value of the securities to be donated.
2. Enter the adjusted cost base of the securities.
3. Amount for tax savings will automatically calculate.

Assumptions:
> All tax payable at the 39% marginal rate.
> Donor has sufficient income to claim all donations.
> Donor has previously made a donation of $200 or more.
> Tax savings include credits and notional savings.

To make a gift of securities, please complete the following form:
Gift of Securities Form
For more information, please contact info@www.resolvecampaign.com or 403-930-0970.