Annual charity day turns tragic anniversary into something positive
In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how to help clients by implementing charitable tax-gain donating throughout the year, and not waiting until year-end. Watch for part three on February 19.
Foundations 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
Clients who route orders to MATCH Now marketplace on Nov. 21 will automatically contribute to the effort
There are three areas, in particular, in which financial advisors can really help their clients take advantage of the tax-related opportunities involved with charitable giving
Now in its ninth year, the Equity Through Education program as raised over $13 million
BMO Capital Markets will donate one day’s worth of institutional equity trading commissions to eight North American charities