Donating Flow Through Shares

Enter values in the boxes in the right column. The calculation results will appear automatically.

Flow Through Summary
Initial Investment (enter value) $
Marginal Tax Rate (enter value)
%
Tax Deductions* $
Tax Savings from Flow Through Deductions** $

Growth Rate on Investment (enter value)
%
Market Value at Maturity# $
Charitable Donation ## $
Tax Savings from Charitable Donation
(assumes tax credit at 45%)		 $

Capital Gains Tax Calculation
Market Value at Maturity $
ACB at Maturity*** $
Capital Gain $
Taxable Gain $
Capital Gains Tax Otherwise Payable $
Capital Gains Tax if Mutual Fund Securities Donated to Charity $ 0
Tax Savings from Donating Shares versus Selling Shares and Donating Cash $

TOTAL TAX SAVINGS
Tax Savings from Flow Through Deductions* $
Tax Savings from Charitable Donation $
TOTAL TAX SAVINGS $
AFTER-TAX COST OF GIFT $

* Assumes entire initial investment is deducted over life of Flow Through
** Default value assumes tax savings at Marginal Tax Rate of 45% (user may change value)
*** Default value assumes ACB at maturity = 0 (user may change value)
# Default assumes 0% growth over lifespan of Flow Through - Market Value is of mutual fund securities prior to donation (user may change value)
## Assumes entire value of ROLLOVER SECURITIES from matured Flow Through is donated to charity