In part one of this three-part series on charitable giving, learn how to identify the clients who would be most receptive to discussions about philanthropy. Part two explores the major tax and estate considerations, and part three outlines various charitable giving structures. And there’s more about charitable giving in a video featuring Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, and in a webinar taking place on December 12.
December 12, 2013Foundations and donor-advised funds can offer advantages over direct charitable donations
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your advice about major charitable giving, and explains how to achieve clients’ goals. He spoke with Rudy Mezzetta, reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Understand your clients’ goals and consider the tax implications when discussing charitable giving
Recognize the life events that can trigger a client’s desire to make a charitable donation
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