Home Charitable giving
Manulife reducing premiums on some term life policies

Under the new provision, the insurer will donate an additional 1% of the basic insurance amount to a registered charity designated by the policyowner when a claim is paid

Trading fees and commissions donated to improving the lives of children around the world

  • By: IE Staff
  • December 19, 2017 December 19, 2017
  • 11:30

There are three key tax considerations you and your clients should keep in mind when making decisions on charitable donations for the end of 2017

But the total number of donors and the proportion of taxpayers claiming charitable donations declined slightly, the national statistics agency reports

If your clients are sitting on some significant accrued capital gains, you could remind them about donating appreciated securities “in-kind” to the charity of their choice

A majority of Canadians would prefer someone make a charitable donation on their behalf than receive a traditional gift for the holiday season

But half of HNW Canadians would like to talk with their advisors about the tax benefits of charitable giving as part of their tax planning discussion

Annual initiative donates a day's worth of trading commissions

Giving to receive: How charity leadership deepens client bonds

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that taking a leading role in a charity and sharing your goals sends a positive message that deepens client bonds.

$500,000 donation will help build the financial health of 1 million vulnerable Canadians

  • By: IE Staff
  • January 5, 2016 January 5, 2016
  • 10:25