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Keyword: Philanthropy

31 results found
donation tax credit

Only half of the donation tax credit can be applied against the AMT, down from 100%

Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance

Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says

Dan Wynnyk

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity


Wealthy donors may need help doing due diligence before they give

eople discussion meeting give help donate charity philanthropy concept

Program addresses an investment trend that is "increasingly important to investors of all ages"

  • By: IE Staff
  • September 5, 2019 October 17, 2019
  • 11:57
eople discussion meeting give help donate charity philanthropy concept

Hilary Pearson plans to leave the organization in 2019

hands working on digital device network graphic overlay of GIVE

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 October 31, 2019
  • 11:15

Help your clients involve their children at an early age

Clients are often more receptive to a philanthropic plan than to a financial plan