Charitable Giving
FLOW THROUGH SHARE DONATION
Flow Through Share Donation- A Powerful Way to Multiply Your Charitable Donations


FLOW-THROUGH SHARE DONATION
Flow-Through Share Donation: A Powerful Way to Multiply Your Charitable Donations


MAXIMIZE CHARITABLE GIVING BY USING A HOLDING COMPANY
Giving Advice Newsletter


ASSANTE CHARITABLE GIVING PROGRAM
My interview with Christine Bentley and Kate Wheeler about the Assante Charitable Giving Program


DONATE LIFE INSURANCE TO CHARITY TO MAXIMIZE TAX SAVINGS AND PHILANTHROPIC IMPACT
Canadian Business Journal - July 2018


DONATING SECURITIES IN KIND


AFP FUNRAISING DAY
It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.


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 ...


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% ...


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 ...

