Canada Gives offers financial advisors several ways to strengthen client relationships around the important world of charitable giving:
- Make donating securities easy for your clients
- Advise on annual tax advantages and identify opportunities (e.g., flow-through shares)
- Incorporate philanthropy more fully into estate planning
- Retain/attract "on-book" assets by participating in the investment management strategies for endowment gifts
- Help clients consolidate and manage their charitable giving through: A Personal or Family Foundation Account or
a Charitable Giving Account
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Personal or Family Foundation Account
- A cost-effective and easy-to-administer alternative to establishing and managing a private foundation while maintaining all the privileges
- Combines endowment gifts and one-time gifts to meet both immediate and long-term funding needs of key charities
- Customized design for each client
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Charitable Giving Account
- Consolidate all annual giving and administrate from one account
- Track all tax receipts
- Simplify donations of securities
Both Canada Gives services enable you to build stronger relationships with your clients. Philanthropy can be a reflection and reinforcement of who they are as individuals, families and entrepreneurs - and it can help them create a lasting legacy on the world.
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