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
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
The holiday season is the best time to help your clients minimize the after-tax cost of their charitable donations
A community foundation that is receptive to giving the donor control over his or her investments could be attractive for some HNW clients