Dave Ablett

Advanced solutions for charitable giving: Trusts, annuities and beyond

(December 2005) The holiday season is a time when many of your clients will be considering how they can give back to their communities, and will look to you for advice on how they can make contributions to the causes closest to their hearts, without breaking the bank. In the first two installments of this […]

By Dave Ablett |December 16, 2005

4 min read

Tax News

Using life insurance for charitable giving

(December 2005) Many of your clients may not be aware of the opportunity to make charitable donations through new or existing life insurance policies. Beyond providing significant financial support to the recipient, a gift of insurance provides an advantage in tax and estate planning since the donation may be structured in such a way as […]

By Dave Ablett |December 2, 2005

4 min read

Tax News

Beyond cash: Considering alternative avenues for charitable contributions

(November 2005) According to Statistics Canada, 5.8 million Canadians made charitable contributions in 2004 to the tune of $6.9 billion, a 6.3% increase from 2003. These donations help to support in excess of 80,000 registered charities in this country, which include charitable organizations, churches, hospitals, medical research foundations and museums. Registered charities provide vital services […]

By Dave Ablett |November 21, 2005

4 min read