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
A lower percentage of Canadians plan to donate a lower annual total this year vs 2014, but the average percentage of people willing to donate is in line with the four-year aveage
New rules proposed for proceeds from the sale of shares and real estate to be donated to charities
Talking to your clients about their charitable-giving options can help deepen your client relationships. And don't worry about losing assets to charities. Satisfied clients will bring more assets and referrals