Three strategies for successful HNW charitable giving
Winning Strategies in 2013 with Dan Richards is back with all new real-life strategies that inspire success.In part one, Keith Thomson, managing director with Stonegate Private Counsel in Toronto, explains three strategies for successful charitable giving: provide marketing services to charities; maximize tax efficiency with a multiple beneficiary donor form (no change in will or legal work required); and work directly with charities via the Donor Motivation Program. Thomson spoke with Dan Richards from ClientInsights at at the TMX Broadcast Centre in Toronto.
- By: Dan Richards, Keith Thomson
- January 8, 2013 October 30, 2019