Talk:Donating appreciated securities

Page title

Should the page be titled Donating appreciated securities? The Bogleheads wiki has a similar page: Donating appreciated securities --LadyGeek 06:07, 19 April 2021 (MDT)

Yes.--Quebec 06:45, 20 April 2021 (MDT)

Done I have revised the page title. --LadyGeek 08:15, 20 April 2021 (MDT)

Securities with a loss

I recommend adding a statement about security losses. The Bogleheads wiki has this (intended for US investors):

Note that if you have shares with a loss, you should not donate them to charity; instead, you should sell them, claiming the capital loss which will reduce your taxable income, and then donate the sale proceeds to the charity.

I will defer to the Canadian experts for a similar statement. --LadyGeek 06:07, 19 April 2021 (MDT)

Somewhat similar in Canada, I added a paragraph about this.--Quebec 06:45, 20 April 2021 (MDT)