News and resources for Canada's top financial advisors
Charitable foundation assets have grown to $85B, but disbursements "have not kept pace," Ottawa says
By Rudy Mezzetta | April 20, 2021
1 min read
These organizations’ structures dictate CRA compliance and pandemic support
By Rebecca Hett | June 12, 2020
3 min read
Knowing the basics can help advisors strengthen relationships
By Jessica Bruno | February 25, 2019
5 min read
New designation for advisors revolves around gift planning strategies
By Staff | September 20, 2018
Compared to previous generations, millennials are more trusting of charities. However, that good faith isn’t translating into donations: in fact, the 18- to 34-year-old group is giving less, says an Angus Reid Institute and Charitable + Impact survey. Financial constraints are the main obstacle for millennials, with 94% citing that as the reason for not […]
By Staff | December 6, 2017
2 min read
A lack of financial means is a major factor for some.
By Staff | November 28, 2017
Tips for maximizing generosity
By Jessica Bruno | November 24, 2017
10 min read
If you have charitable clients, read this article.
By Katie Keir | March 24, 2017
The charity was the subject of a March 2016 Advisor.ca investigation into insurance policy donations.
By Melissa Shin | November 30, 2016
6 min read
Planning and Advice
In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.
By Mark Brown, MoneySense | November 30, 2016