Welcome to the April 2010 Benefaction Quarterly.
Helping Clients’ Endowment
Funds Work Harder
The 2010 Federal Budget has made changes to the disbursement quotas for registered charities, a change well received and considered long overdue by the sector.
Identify Gift Planning Opportunities
As a professional advisor, staying current and fully informed about gift planning and how it can fit within a financial plan is crucial.
Case Study: Donating Optioned Stock
Tax planning for each client can be as individual as they are. As part of a holistic wealth management approach, it is important to understand all the tax planning opportunities available, especially those that enable them to successfully achieve their charitable giving objectives.
Success Story: Intergenerational Philanthropy
Aligning priorities and philanthropic goals within a family giving strategy can be challenging even for the most skilled advisor.