Gifts of stocks & securities  

The tax-smart way to donate that benefits you and people living with Parkinson’s. 

Benefits of donating stock 

A donation of publicly traded securities is a cost-effective opportunity to transform your assets into immediate and significant support for Parkinson Canada.  

  • Tax efficiency: Donating stock is highly tax-efficient. You avoid paying capital gains taxes on the appreciation and receive a charitable deduction for the stock’s full market value. 
  • Maximizing your impact: By donating stock, Parkinson Canada receives the full market value, making your contribution more impactful compared to selling the stock and donating the cash proceeds. 
 Sell your securities and then donate the after-tax proceeds Donate your securities directly to Parkinson Canada 
Current Market Value   $10,000 $10,000 
Original Cost of Securities $4,000 $4,000 
Capital gain $6,000 $6,000 
Capital gains tax paid $1,380 $0 
Donation to Parkinson Canada after Capital Gains Tax Paid  $8,620 $10,000 
Your Charitable Tax Credit  $3,965 $4,600 
Your Cost of the Donation $6,035 $5,400 
Note: Assuming a marginal tax rate of 46% and a capital gains inclusion rate of 50%. This example is for illustration purposes only, please consult your tax or financial professional

How it works

1

Contact your financial advisor or broker to decide which of your investments would have the greatest financial and philanthropic impact. 

2

Ask your financial advisor to transfer your appreciated securities to Parkinson Canada’s brokerage account by completing the securities Letter of Authorization (transfer form): 

Brokerage Details  

National Bank Independent Network I Admin Doherty at admin@doherty.ca  

Canadian Account #:6C7AZMA I Dealer Code: (FINS: T080) (CUID: NBCS)  

US Account #:6C7AZMB I Dealer Code: (DTC: 5008)  

Mutual Funds Dealer Code:9822 (CUID: NBCS) (Rep Code: A6WE)  

Download the Letter of Authorization (transfer form)

3

You receive a charitable tax receipt for the fair market value, avoid capital gains, and your gift supports people living with Parkinson’s

Once the form is complete, please email it to us so we know to expect your gift. If you have any questions, please contact us for more information. 

Call toll-free: 1-888-664-1973
Email: planned.giving@parkinson.ca

Disclaimer: The information provided on these pages is general in nature and not intended to be a substitute for professional advice. Parkinson Canada strongly recommends that you seek advice from your financial advisor to determine if the gift of stock is right for you.