Tag Archives: legacygicing

Generosity without the CRA gloom: a smooth donation strategy

Generosity without the CRA gloom

We’d like to introduce you to Robin, our hypothetical Chalice donor.  Robin owns stocks and mutual funds (also known as securities) that have grown in value, and Robin doesn’t want a tax bill from selling them. Robin also loves Chalice’s work and wishes to make a donation but would prefer that the donation come from […]