News and Views
New federal tax changes create major challenges for Canadian charities
The federal government makes frequent tax changes that are intended to deliver specific policy outcomes. In some cases, these have been designed to increase the flow of donations to registered charities across the country. In 2006, for example, Ottawa eliminated the capital gains tax on publicly traded securities donated to a charity, while providing a […]
Grant application management is at the heart of the Canada Gives client service experience
When they set out on a path to becoming engaged philanthropists, most of our Foundation account holders are entirely new to the process. They want to give back, to make a difference and, potentially, also involve their family in that life-changing experience. They’re simply not sure how to give well and make the best use […]
How long will my family foundation last? Introducing our new calculator feature
Advisors are often asked an important financial planning question by clients when it comes to portfolio longevity: How long will my wealth last into retirement? Do I have enough to live the lifestyle I want well into my golden years? Will my money run out before I pass away, and if not, will I have […]