Charity

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Millionaires care more about family than money

RBC Wealth Management has released a report titled, Wealth Through the Prism of Culture and Mobility, which investigates the investment, wealth transfer and charitable giving behaviours of internationally-mobile wealth individuals (IMWIs) who live, work, or spend more than half their time outside their country of birth and have investable assets of at least US$1 million.

By Staff |December 10, 2012

2 min read

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Economic Indicators

Charity on rise: BMO

BMO Harris Private Banking has released the findings of its Second Annual Philanthropy Report, which found that the number of Canadians giving to charitable causes – and the amount they are giving – is rising.

By Staff |November 15, 2012

2 min read

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Estate Planning

Avoid surprises

Executors should tell charities about any gifts or bequests.

By Daniel J. Dochylo |September 18, 2012

8 min read

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Offer advice on charitable giving

Do your clients give to charity? As financial markets improve, they may be more willing to open their hearts and wallets.

July 16, 2012

2 min read

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’Tis the season for charity scams

As the holiday season rolls around, many Canadians get in touch with their generous side. It is also the time when charities hope to tap into the season’s giving spirit and boost their coffers before the end of the year. A recent BMO Harris Private Banking survey showed almost 70% participants plan on donating a […]

By Vikram Barhat |December 22, 2011

3 min read

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Legal pitfalls of charity pledges

You don’t usually hear about the unenforceability of pledges. This is because the vast majority of pledges to charity are honoured. They are simply paid by the donor without dispute. But promises to donate to charity are not enforceable. A promise to make a gift speaks to a future event. The gift is incomplete until […]

By Daniel Dochylo |February 11, 2011

5 min read

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Charitable giving: A win-win-win proposition

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving.

By Gena Katz |December 17, 2010

3 min read

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Donor advised funds: Flexible philanthropy

Donor advised funds have come a long way as an efficient charitable giving vehicle. Particularly in Canada, it is a gift planning tool of choice for those who don’t wish to make direct donations to charities. “It’s essentially a segregated fund within a public foundation or charitable organization,” said Joshua Thorne, manager, philanthropic advisory services, […]

By Vikram Barhat |December 9, 2010

4 min read

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Doing good is getting better

Canada's philanthropic landscape is undergoing a seismic shift. The days of charitable giving as one-off legacy bequest are over. Philanthropy today is all about giving while living, a strategic allocation incorporated into wealth accumulation and capital preservation plans.

By Vikram Barhat |December 6, 2010

3 min read

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Charitable giving: A win-win-win proposition

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving. It’s a win-win-win proposition—the charity gets its needed funds and the donor wins twice: he satisfies his social conscience and reduces his tax bill. Fortunately, there are many ways to donate, and […]

By Gena Katz |November 1, 2010

3 min read

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