Anne Brayley

Estate Planning

Guided giving

If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities

By Anne Brayley |February 1, 2012

5 min read

Planning and Advice

Demographics sway philanthropic choices

Anne Brayley, vice president professional advisory services at the Toronto Community Foundation recently spoke with Sara Plant, Vice President and National Director, Wealth Services at BMO Harris Private Banking, about high-net-worth clients and their approach to philanthropy.

By Anne Brayley |August 23, 2011

3 min read

Industry

Personal Stake

Anne Brayley, vice president of professional advisory services at the Toronto Community Foundation recently spoke with Susan Latremoille, Director, Wealth Management, at Richardson GMP Limited. A member of the Investment Committee at the Toronto Community Foundation, Susan shares her experience with community foundations and their role in philanthropy.

By Anne Brayley |August 1, 2011

3 min read

Tax News

Tax developments for philanthropists

Anne Brayley, vice president, professional advisory services at the Toronto Community Foundation, speaks with Heather Evans, managing partner, tax at Deloitte & Touche, about how the current tax environment influences trends in philanthropy.

By Anne Brayley |May 1, 2011

3 min read

Planning and Advice

The greatest gift

Anne Brayley, vice president, Professional Advisory Services at the Toronto Community Foundation, speaks with Gwen Harvey, founder and president of Bridgewater Family Wealth Services, about family philanthropy.

By Anne Brayley |April 1, 2011

3 min read

Planning and Advice

Donations with benefits

Anne Brayley speaks with Jamie Golombek, managing director, Tax and Estate Planning at CIBC Private Wealth Management, about philanthropy as part of a wealth management plan.

By Anne Brayley |March 1, 2011

3 min read

Industry

Tough questions surround philanthropy

Margaret Franklin is president and CEO of Kinsale Private Wealth and chair of the global Board of Governors of the CFA Institute. Anne Brayley, vice president of professional advisory services at the Toronto Community Foundation, spoke with her about how she discusses philanthropy with her clients.

By Anne Brayley |February 11, 2011

3 min read

Estate Planning

Incorporating charitable giving, estate-planning

Elena Hoffstein is a partner in the law firm Fasken Martineau DuMoulin. In addition to personal tax and estate planning, her practice includes charities and not-for-profit law. This conversation focuses on philanthropy as part of an estate plan.

By Anne Brayley |December 1, 2010

3 min read

Industry

The philanthropic proposition

Elena Hoffstein is a partner in the law firm Fasken Martineau DuMoulin. Her practice includes personal tax and estate planning, family business succession planning, wills and trusts, corporate reorganizations, marriage contracts, and charities and not-for-profit law. This conversation focuses on philanthropy as part of an estate plan. Brayley: How often do you discuss philanthropy with […]

By Anne Brayley |November 17, 2010

5 min read