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Keyword: Donor advised funds

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handing a folded heart from one hand to another

Surging markets and charities in need create a planning opportunity

client meeting

Help your clients navigate charitable donations, tax-gain donating and donor-advised funds

Senate of Parliament Building, Ottawa, Canada

Report urges transparency for donor advised funds, but industry warns against stifling donations

Financial protection for the future, nest egg, retirement savings

The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

  • By: IE Staff
  • June 18, 2018 October 31, 2019
  • 16:15
Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

Here are three simple tax strategies you and your clients should keep in mind for minimizing taxes this year