Every gift, whether large or small, makes a difference. There are many good and better ways to make tax effective gifts now or in your estate plans that support Beth Jacob. Planned giving has many options including.
Donating appreciated securities is simple, cost-effective and the most tax-efficient way to make a charitable gift. You can use any of the following securities: prescribed bonds, units of mutual funds, exchange traded funds (ETFs), shares, warrants, bills and futures that are listed on the stock exchanges prescribed by Canada Revenue Agency.
You may wish to transfer ownership of your property (real estate, works of art, etc.) and receive a receipt for tax purposes now or in your estate planning. In addition, gifts of residual interest may be considered in which you may retain the use of the property during your lifetime. Benefits include:
These tax shelter arrangements can result in very low cost giving for qualified investors but they are not for everybody.
This type of gift is simple and eligible for an immediate charitable tax credit.