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Estate Planning Council of CANADA

Gifting Private Company Shares

  • November 08, 2022
  • 2:00 PM - 3:15 PM (EST)
  • Virtual



Gifts of private company shares do not benefit from the beneficial tax rules that gifts of publicly listed securities do, with the result that the gift will trigger capital gains tax.  There are also a number of different sets of tax rules which must be navigated, and commercial risks that must be assessed and mitigated, by both the donor and the charity. 

However, in the right circumstances, a gift of private company shares may be a good option for a donor shareholder who wishes to make a significant gift to a charity in a tax-efficient manner.  This presentation will review the mechanics, tax rules, benefits and risks of this type of gift.

Rick Braun-Janzen

Director of Gift Planning - Abundance Canada

Florence Carey - FI Carey Law Corporation

Lawyer specializing in Charities and Not-For-Profits

Brian Janzen - Deloitte

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