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Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

New program focuses on strategic philanthropy

  • By: Staff
  • September 5, 2019 September 5, 2019
  • 11:56
PETER DAZELEY / GETTY IMAGES; ICON: 123RF STOCK PHOTO

Knowing the basics can help advisors strengthen relationships

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31

Tips for maximizing generosity

Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]

Gifting assets during one’s lifetime is fraught with legal and tax traps

Client profile Annabelle Bonheur*, 56, is a biochemist at a major pharmaceutical company and makes $325,000 a year. Her deceased parents left her a large inheritance, which includes shares in two private companies and a three-acre tract of land not far from her home in Oakville, Ont., that will likely be a future hotspot for […]

Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars

Make the most of the Ecological Gifts Program.

Make sure charitable bequests are honoured.