Engaging in philanthropy can have significant advantages for individuals and businesses alike, and financial advisors should ensure their clients are aware of the perks, experts said at a philanthropy conference in Oakville, Ont. on Thursday.In particular, there are some significant tax advantages to charitable giving, and advisors who don’t alert clients to the potential credits […]
Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving
Programs reap rewards for Manulife, First Calgary Savings
Number of donors drops
BMO Capital Markets announced today it raised $1.7 million on its Equity Through Education charitable trading day.On Sept. 17, commissions earned on all the firm’s institutional equity trades in Canada and the U.S were put aside for the Equity Through Education program. The money will be donated to nine charities across North America that are […]
Day’s commissions tagged for Equity Through Education
2008 Ride for Diabetes Research takes place Sept. 19
Awareness of environ-mental issues is growing; there’s a good chance you have clients who are interested in incorporating green consciousness into their estate and philanthropic planning. One way to do that is through the Ecological Gifts program run by Environment Canada. The program is particularly appropriate for clients who own farms, ranches, woodlots, cottages or […]
AGF challenges competitors to a ‘pedal off’
Experts suggest taking an investor approach to donating public securities