Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Donations Part 2: Securities and Land

October 24, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. In my last video I talked about the tax advantages of making cash donations. This is the second in a three-part series, and in this one, we’re focusing on the benefits when you donate securities and land.

Most of my clients benefit from giving shares from their portfolios, instead of cash. In some cases, I’ve facilitated land donations as well, for conservation purposes. The tax credits are the same as making a cash donation but when it comes to donating land, it’s a little more complicated. There are good tax benefits when you donate securities and land, just be sure to do it right! You’ll have to watch my YouTube video to find out more, so subscribe and check it out.


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