Talking to your clients about their charitable-giving options can help deepen your client relationships. And don't worry about losing assets to charities. Satisfied clients will bring more assets and referrals
Audit finds organization acted as a tax shelter
With women controlling an increasing amount of personal wealth, it becomes more and more important for you to understand their approach to charitable giving so you can provide the advice they need
Choose a cause that is aligned with your interests
The deadline for the first-time donor’s super credit is Dec. 31
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
Dec. 2 marks the start of the giving season
11th annual Hedge Funds Care Canada Gala to be held Nov. 4
Trading commissions donated to charities that work to improve access to education