Rotman School of Management, University of Toronto

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Tax Smart Giving

All donations to The Rotman Annual Fund receive a charitable tax receipt. Your gift can be made as a one-time or as a multi-year gift.

Tax Benefits

Tax benefits can impact giving. This illustration is based on tax credit savings at 46%.

chart of tax credits

Gifts of Securities

Gifts of appreciated securities to Rotman receive two tax savings: a tax credit and zero capital gains inclusion on the disposition of the securities. These savings make appreciated securities a very tax-effective way to make a charitable donation.

chart of securities tax benefits

support the annual fund

Annual Fund Contact us

Jennifer Lancaster
Director, Development

Jennifer Tan
Senior Development Officer

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