Charitable Giving
MAXIMIZE CHARITABLE GIVING BY USING A HOLDING COMPANY
Giving Advice Newsletter
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November 08, 2018
ASSANTE CHARITABLE GIVING PROGRAM
My interview with Christine Bentley and Kate Wheeler about the Assante Charitable Giving Program
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August 09, 2018
DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT
Canadian Business Journal - July 2018
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July 16, 2018
DONATING SECURITIES IN KIND
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October 27, 2017
AFP FUNRAISING DAY
It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.
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June 16, 2017
THE KEY ADVANTAGE OF GIVING THROUGH A PRIVATE CORPORATION
Private corporations have a notional account called the capital dividend account (CDA). The CDA creates a unique financial planning opportunity for business owners when it comes to philanthropic tax planning and makes charitable giving through a corporation extremely attractive. The CDA does not appear on the ...
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May 17, 2017
MORE TAX INCENTIVES FOR HIGH INCOME EARNERS FOR MAKING CHARITABLE DONATIONS
The Liberal government of Prime Minister, Justin Trudeau has indicated that it intends to increase the top marginal federal tax bracket from 29% to 33%. So how will this affect the charitable donation tax credit? Currently, the first $200 in donations will get a 15% ...
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March 03, 2016
CHANGES TO TAXATION OF CHARITABLE BEQUESTS
Canadians donate billions of dollars to charities each year and many of them make bequests through gifts in their wills to make sure that they can continue to support the charities that they love beyond their mortal life spans. To motivate Canadians to give more to ...
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August 03, 2015
DONATION OF PRIVATE CORPORATION SHARES OR REAL ESTATE
After significant efforts by the charitable sector, the 2015 Federal Budget proposed to allow an exemption from capital gains tax if proceeds of sale of private corporation shares or real estate are donated to charity within 30 days after disposition. This was great news for ...
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August 03, 2015
PLAN YOUR CHARITABLE DONATIONS BEFORE YEAR END
To be able to claim a tax credit for charitable donations on your 2015 tax return you need to make your donations by December 31, 2015. Donations made to charities in Canada are eligible for a charitable donation tax credit. The first $200 of your ...
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March 30, 2015
