News and Views
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 […]
An update on the CRA’s annual disbursement quota rule changes
The 2022 federal budget contained a proposed change that immediately caught the attention of Canada’s charitable sector—a long-discussed increase to the minimum annual disbursement quota (DQ) for charities. As we noted in a previous blog, the DQ is “the minimum calculated amount that a registered charity is required to spend each year on its own charitable […]
Introducing the Canada Gives Crisis Response web page
The crisis in Ukraine prompted Canada Gives Foundation families to step up and take action to help those affected by the war. Their desire to make a difference gained momentum almost from the minute that headlines began detailing heavy shelling and troop movements across the country. As committed philanthropists with charitable assets already available in […]