{"id":49162,"date":"2024-10-23T15:38:52","date_gmt":"2024-10-23T19:38:52","guid":{"rendered":"https:\/\/www.musee-mccord-stewart.ca\/?page_id=49162"},"modified":"2025-10-02T12:10:17","modified_gmt":"2025-10-02T16:10:17","slug":"gift-of-shares","status":"publish","type":"page","link":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/","title":{"rendered":"Gift of Shares"},"content":{"rendered":"<h2><strong>Give more and pay less income tax*<\/strong><\/h2>\n<p>By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax and receive a tax receipt for the fair market value of your securities on the day they are received by the Foundation.<\/p>\n<p>The following example shows the results from:<\/p>\n<ul>\n<li>Donating the proceeds (cash gift) from the sale of shares (Scenario A)<\/li>\n<li>Donating shares directly (Scenario B)<\/li>\n<\/ul>\n<table style=\"border-collapse: collapse; width: 100%; height: 216px;\">\n<tbody>\n<tr style=\"height: 48px;\">\n<td style=\"width: 33.3333%; height: 48px;\"><\/td>\n<td style=\"width: 33.3333%; height: 48px;\"><strong>Scenario A<\/strong><br \/>\nSell shares and then donate cash<\/td>\n<td style=\"width: 33.3333%; height: 48px;\"><strong>Scenario B<\/strong><br \/>\nDonate Shares directly to the McCord Stewart Museum Foundation<\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Current value of Shares (Gift)<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$10, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$10, 000<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Cost of Shares (amount paid)<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$6, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$6, 000<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Tax on capital gains at 50%<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$4, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$4, 000<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Tax credit at 50%<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$1, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>No tax on capital gains for gifts of shares to charities<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Tax credit at 50%<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$5, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$5, 000<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Net tax savings<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$4, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$5, 000<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"width: 33.3333%; height: 24px;\">Net cost of Gift<\/td>\n<td style=\"width: 33.3333%; height: 24px;\">$6, 000<\/td>\n<td style=\"width: 33.3333%; height: 24px;\"><strong>$5, 000<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For simplicity and illustration purposes, we will use 50% as marginal tax and tax credit rates for donations through this example. Actual results may vary depending on your marginal tax bracket. The scenarios above compare tax advantages assuming you benefit from the complete elimination of taxes on capital gains.<\/p>\n<p><span style=\"font-size: 14px;\">*The McCord Stewart Museum does not provide financial or legal advice. We invite you to consult your broker to ensure that the option you choose reflects <\/span><span style=\"font-size: 14px;\">the particularities and legal or tax provisions applicable to your situation<\/span><\/p>\n<p>McCord Stewart Museum Foundation registration number: 136358397 RR 0001<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Give more and pay less income tax* By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax and receive a tax receipt for the fair market value of your securities on the day they are received by the Foundation. The following example shows [&hellip;]<\/p>\n","protected":false},"author":51,"featured_media":0,"parent":42256,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/page-texte.php","meta":{"footnotes":""},"categories":[],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.11 (Yoast SEO v20.11) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Gift of Shares - McCord Stewart Museum<\/title>\n<meta name=\"description\" content=\"By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Gift of Shares\" \/>\n<meta property=\"og:description\" content=\"By donating shares, bonds or other financial securities directly to the McCord Museum Foundation, you may avoid paying capital gains tax.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/\" \/>\n<meta property=\"og:site_name\" content=\"McCord Stewart Museum\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/museemccordstewart\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-02T16:10:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2024\/10\/mccord-stewart_don-actions_640x375.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"375\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"By donating shares, bonds or other financial securities directly to the McCord Museum Foundation, you may avoid paying capital gains tax.\" \/>\n<meta name=\"twitter:site\" content=\"@MuseeMcCordStew\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/\",\"url\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/\",\"name\":\"Gift of Shares - McCord Stewart Museum\",\"isPartOf\":{\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#website\"},\"datePublished\":\"2024-10-23T19:38:52+00:00\",\"dateModified\":\"2025-10-02T16:10:17+00:00\",\"description\":\"By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Ways to give\",\"item\":\"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Gift of Shares\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#website\",\"url\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/\",\"name\":\"McCord Stewart Museum\",\"description\":\"Our world, our stories\",\"publisher\":{\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#organization\"},\"alternateName\":\"MCS\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#organization\",\"name\":\"McCord Stewart Museum\",\"alternateName\":\"MCS\",\"url\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2023\/05\/logo_museemccordstewart_horizontal_noir_slogan.svg\",\"contentUrl\":\"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2023\/05\/logo_museemccordstewart_horizontal_noir_slogan.svg\",\"width\":1,\"height\":1,\"caption\":\"McCord Stewart Museum\"},\"image\":{\"@id\":\"https:\/\/www.musee-mccord-stewart.ca\/fr\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/museemccordstewart\",\"https:\/\/twitter.com\/MuseeMcCordStew\",\"https:\/\/instagram.com\/museemccordstewart\",\"https:\/\/www.linkedin.com\/company\/museemccordstewart\/\",\"https:\/\/www.pinterest.com\/museemccordstewart\/\",\"https:\/\/www.youtube.com\/c\/MuseeMcCordStewartMuseum\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Gift of Shares - McCord Stewart Museum","description":"By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/","og_locale":"en_US","og_type":"article","og_title":"Gift of Shares","og_description":"By donating shares, bonds or other financial securities directly to the McCord Museum Foundation, you may avoid paying capital gains tax.","og_url":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/","og_site_name":"McCord Stewart Museum","article_publisher":"https:\/\/www.facebook.com\/museemccordstewart","article_modified_time":"2025-10-02T16:10:17+00:00","og_image":[{"width":640,"height":375,"url":"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2024\/10\/mccord-stewart_don-actions_640x375.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_description":"By donating shares, bonds or other financial securities directly to the McCord Museum Foundation, you may avoid paying capital gains tax.","twitter_site":"@MuseeMcCordStew","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/","url":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/","name":"Gift of Shares - McCord Stewart Museum","isPartOf":{"@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#website"},"datePublished":"2024-10-23T19:38:52+00:00","dateModified":"2025-10-02T16:10:17+00:00","description":"By donating shares, bonds or other financial securities directly to the McCord Stewart Museum Foundation, you may avoid paying capital gains tax.","breadcrumb":{"@id":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/gift-of-shares\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.musee-mccord-stewart.ca\/en\/"},{"@type":"ListItem","position":2,"name":"Ways to give","item":"https:\/\/www.musee-mccord-stewart.ca\/en\/make-a-donation\/"},{"@type":"ListItem","position":3,"name":"Gift of Shares"}]},{"@type":"WebSite","@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#website","url":"https:\/\/www.musee-mccord-stewart.ca\/fr\/","name":"McCord Stewart Museum","description":"Our world, our stories","publisher":{"@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#organization"},"alternateName":"MCS","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.musee-mccord-stewart.ca\/fr\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#organization","name":"McCord Stewart Museum","alternateName":"MCS","url":"https:\/\/www.musee-mccord-stewart.ca\/fr\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2023\/05\/logo_museemccordstewart_horizontal_noir_slogan.svg","contentUrl":"https:\/\/www.musee-mccord-stewart.ca\/app\/uploads\/2023\/05\/logo_museemccordstewart_horizontal_noir_slogan.svg","width":1,"height":1,"caption":"McCord Stewart Museum"},"image":{"@id":"https:\/\/www.musee-mccord-stewart.ca\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/museemccordstewart","https:\/\/twitter.com\/MuseeMcCordStew","https:\/\/instagram.com\/museemccordstewart","https:\/\/www.linkedin.com\/company\/museemccordstewart\/","https:\/\/www.pinterest.com\/museemccordstewart\/","https:\/\/www.youtube.com\/c\/MuseeMcCordStewartMuseum"]}]}},"_links":{"self":[{"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/pages\/49162"}],"collection":[{"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/users\/51"}],"replies":[{"embeddable":true,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/comments?post=49162"}],"version-history":[{"count":0,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/pages\/49162\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/pages\/42256"}],"wp:attachment":[{"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/media?parent=49162"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/categories?post=49162"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.musee-mccord-stewart.ca\/en\/wp-json\/wp\/v2\/tags?post=49162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}