Shares

Donating securities is one of the many ways you can give to Education Beyond Borders (EBB). Recent changes to federal tax regulations make this type of giving more beneficial and efficient than ever before. By giving securities to EBB, you help build a better world - and you receive a significant tax credit. Under new federal tax changes effective May 2006, you can donate appreciated securities to EBB without paying any capital gains tax. In addition, you receive a tax receipt for the full value of the shares. Previously, donors paid capital gains tax on 25 per cent of the gain. While tax incentives are not the only reason to give to charity, they are an important consideration.

If you wish to donate shares or if you have questions about how the process works please contact Education Beyond Borders Investment Advisor directly and he can walk you through the steps:

Matthew Wacker: Direct Line: (604) 664-2805

E-mail: mwacker@pifinancialcorp.com


GIFTING SHARES to EBB (pdf)

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