Home In Depth Special Reports Donations and considerations

Donations and considerations

Part one of this three-part series on charitable giving explores the tax advantages for clients who donate public securities rather than cash. Part two highlights new rules and other planning considerations associated with estate donations, and part three focuses on family involvement in philanthropy.

December 11, 2014

A family approach to philanthropy

Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility

  • December 11, 2014 October 31, 2019
  • 15:55

Navigating new rules on estate donations

Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget

  • December 10, 2014 October 31, 2019
  • 16:25

Giving securities for tax savings

When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits

  • December 9, 2014 October 31, 2019
  • 15:35