Compare Cash vs. Securities (Client Tool)
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When charitable giving comes up, one of the easiest ways to add value is to show—not just explain—the difference between giving cash and appreciated assets.
This is especially useful in conversations around capital gains, business sales, or year-end planning.
Use this tool to:
compare after-tax outcomes in real time
demonstrate the benefit of donating securities
guide more strategic giving conversations
👉 Try the Tax Calculator in Your Next Client Conversation
For additional support or to request resources, contact:
Dan Kyte, Director of Finance and Investments: [email protected]
General Inquiries: [email protected] | 604-302-1760
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