Charitable giving – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 05 Dec 2023 22:25:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Charitable giving – Investment Executive https://www.investmentexecutive.com 32 32 What to know about making year-end donations https://www.investmentexecutive.com/news/industry-news/what-to-know-about-making-year-end-donations/ Tue, 05 Dec 2023 16:52:28 +0000 https://www.investmentexecutive.com/?p=476593 Clients looking to make a large donation might want to do so before proposed changes to the alternative minimum tax become effective

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]]> AMT changes left out of legislation https://www.investmentexecutive.com/news/from-the-regulators/amt-changes-left-out-of-legislation/ Thu, 30 Nov 2023 15:27:25 +0000 https://www.investmentexecutive.com/?p=476271 Feds may be reviewing elements after pushback related to charitable giving

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]]> Alberta delivers big tax break to small donors https://www.investmentexecutive.com/newspaper_/comment-insight/alberta-delivers-big-tax-break-to-small-donors/ Mon, 18 Sep 2023 04:01:00 +0000 https://www.investmentexecutive.com/?p=471291 New 60% rate for donations below $200 takes effect this year

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]]> New insurance product for charitable donations could minimize philanthropy risk https://www.investmentexecutive.com/news/products/new-insurance-product-for-charitable-donations-meant-to-minimize-trafficking-risk/ Thu, 30 Mar 2023 21:12:36 +0000 https://www.investmentexecutive.com/?p=463100 Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance

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]]> ETFs with a charitable twist https://www.investmentexecutive.com/news/products/etfs-with-a-charitable-twist/ Tue, 09 Aug 2022 18:00:40 +0000 https://www.investmentexecutive.com/?p=448860 A closer look at ETFs that donate a portion of fees to environmental or social causes

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]]> Feds raise charities’ disbursement quota to 5% https://www.investmentexecutive.com/news/industry-news/feds-raise-charities-disbursement-quota-to-5/ Fri, 08 Apr 2022 16:57:37 +0000 https://www.investmentexecutive.com/?p=442407 Proposed change in Budget 2022 would "increase expenditures by charities overall," government said

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]]> No better time for in-kind donations https://www.investmentexecutive.com/newspaper_/news-newspaper/no-better-time-for-in-kind-donations/ Mon, 06 Dec 2021 14:00:23 +0000 https://www.investmentexecutive.com/?p=435220 Surging markets and charities in need create a planning opportunity

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]]> OSC provides funds to Prosper Canada https://www.investmentexecutive.com/news/industry-news/osc-provides-funds-to-prosper-canada/ Wed, 24 Nov 2021 21:15:22 +0000 https://www.investmentexecutive.com/?p=434604 The national charity will receive a total of $2.7 million over three years

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]]> Year-end tax tips https://www.investmentexecutive.com/newspaper_/news-newspaper/year-end-tax-tips/ Mon, 01 Nov 2021 00:05:00 +0000 https://www.investmentexecutive.com/?p=432263 Dec. 31 is a significant deadline for many tax strategies

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]]> A candid look at an advisor’s ETF portfolio https://www.investmentexecutive.com/inside-track_/mary-hagerman/a-candid-look-at-an-advisors-etf-portfolio/ Tue, 07 Sep 2021 17:00:45 +0000 https://www.investmentexecutive.com/?p=427344 Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity

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