Donation of Securities Calculator

Use the Donation of Securities Calculator to generate a summary of the tax implications and other financial details of your charitable donation. 

Enter the investment information in the boxes below and press the Calculate button

Market Value of Security ($): $
Adjusted Cost Base of Security ($): $
Investor's Marginal Tax Rate (%): %

The calculation results are presented in the chart below.

Sell Security
Donate Security
Market Value of Security
$ 50000
$
Adjusted Cost Base
$ 25000
$
Capital Gain
$ 25000
$
Taxable Gain
$ 12500
-
Investor Tax Rate
45%
NA
Income Tax Payable
$ 5625
-
Tax Savings
$

Note: The annual limit for claims in respect of charitable donations is generally 75% of net income for the year. This limit is increased to 100% in the year of death or the year prior.