Welcome to the Summer 2011 Benefaction Quarterly.
New Rules of Charitable Tax Policy
A summary of key changes passed in the June 2011 Federal Budget. Advisors and donors take note.
New Charity Research
& Due Diligence Reporting
Benefaction partners with Place2Give to enhance DAF reporting and help donors monitor and evaluate the charities they have selected.
What Charitable Clients
Seek in their Advisors
Professional advisors have enormous influence on how individuals, families, and businesses recognize, perceive and act on opportunities for charitable giving and philanthropy.
Case Study: Disinherit the Taxman
with a Charitable 50/50 Strategy
Including charitable giving in the planning process can be like adopting another child while disinheriting the taxman.