Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
Report urges transparency for donor advised funds, but industry warns against stifling donations
Survey finds 82% of seniors give money to causes important to them
With a focused approach to giving, clients can measure their impact and feel connected to their causes
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
Charitable giving is more important for Canadians with higher levels of wealth - and there is much advisors can do to help
AIMCo Foundation aims to provide scholarships, grants and opportunities to volunteer
The Equity Through Education program has raised more than $20 million since its launch in 2005
The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving
The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan