50/50 Donation of Securities Strategy
If you own publicly traded securities (including stocks, employee stock options, bonds, mutual fund units, debt obligations etc.) or exchangeable shares (including partnership interests) that have increased in value and wish to facilitate a variety of financial goals.Discover more
Charitable Giving: Some Common Strategies
Charitable giving is a growing priority for many Canadians. We see this in the latest statistics: donations have increased by 136% between 1995 and 2006. This kind of support for charity is unprecedented in our history. While generosity and belief in community are primary motivators, the greatest enabler is a series of new tax incentives that began in 1996. Discover more
Integrating Charitable Giving into Your Financial and Estate Plan
A series of new tax incentives that began in 1996 are the primary motivators for charitable giving. The Federal government has given tax payers a choice. It is a choice about how individuals wish to support society and the amount of tax they wish to pay. With these new tax incentives, it is now possible to eliminate... Discover more
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