Charitable Giving

Total 81 Posts

The Season of Giving is Upon Us

• • 0 Comments

This post was written by Jess Merber and Jo-Anne Ryan – TD’s Private Giving Foundation and Philanthropic Advisory Services. With the charitable giving season in full swing, it’s important to understand year-end tax planning and the value it can offer to clients who have charitable ambitions. When talking to clients, we recommend they consider these points: Donate publicly traded securities. It is always better to donate appreciated publicly traded securities….

The Season of Giving is Upon Us Continue Reading »

Charitable Giving

Gifting and Gift-Overs: Remember to include gift-overs this holiday season (and always)

• • 1 Comment

Law school requires reading an abundance of case law. I am sure that most lawyers have a few memorable cases that standout from their time in class (Lord Denning; the ginger beer snail etc.). There are cases that have stood the test of time; cases that caused a momentous shift in an area or aspect of law; and cases that have been in the news media and public discourse in….

Gifting and Gift-Overs: Remember to include gift-overs this holiday season (and always) Continue Reading »

Charitable Giving, Estate Planning, Philanthropy/Charitable Giving

A Reminder of the Importance of a Cy-Près Clause

• • 0 Comments

As an estate planning professional, philanthropy is a great tool in your toolkit. However, if your client intends to incorporate philanthropy into their estate plan, the importance of including a cy‑près clause in their Will cannot be understated. If there is no cy‑près clause in the Will and the charity has ceased to exist, an application to the Court must be made for direction as to whether the gift has….

A Reminder of the Importance of a Cy-Près Clause Continue Reading »

Charitable Giving, Courts, Estate Administration, Estate Planning, Philanthropy/Charitable Giving

Who better to weigh in on the impact of the recent federal budget than a philosophy major?

• • 1 Comment

I’ve nominated myself to provide you with two highlights from last week’s federal budget announcement, and before I get into the nitty gritty, I provide you with a summary of my qualifications for undertaking this task. My undergraduate studies took a rather meandering path through geography, political science, a few language courses and I ended up with something like a quadruple minor in philosophy, feminist political theory, possibly enough literature….

Who better to weigh in on the impact of the recent federal budget than a philosophy major? Continue Reading »

Charitable Giving, Tax Issues

DONOR ADVISED FUNDS AND PRIVATE FOUNDATIONS

• • 0 Comments

This blog has been written by Mahsa Pezeshki, Charity and Not for Profit Clerk at Fasken LLP Vehicles for organized and strategic charitable giving Understanding the differences between these two vehicles is a good starting point for philanthropic planning. Each giving option can be an effective and personal method for enabling donors to make a lasting impact on a charitable cause close to their hearts. A Donor Advised Fund (DAF)….

DONOR ADVISED FUNDS AND PRIVATE FOUNDATIONS Continue Reading »

Charitable Giving, Estate Planning, Philanthropy/Charitable Giving, Tax Issues

Tax Considerations for Gifts of Art in Canada PART TWO

• • 0 Comments
Blog Illustration

Gwenyth Stadig, Associate and Upama Poudyal, Articling Student  – Gowling WLG (Canada) LLP This article forms part two of a two part series detailing the benefits and requirements of donating art for Canadian taxpayers to consider as part of their estate planning needs. Part one of this article series explored the benefits and three legal requirements for gifts of art. This article will continue the discussion on the requirements.   You can find….

Tax Considerations for Gifts of Art in Canada PART TWO Continue Reading »

Canada Revenue Agency, Charitable Giving, Tax Issues
Scroll to Top