Donor advised funds – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 04 Jan 2022 17:31:43 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Donor advised funds – Investment Executive https://www.investmentexecutive.com 32 32 No better time for in-kind donations https://www.investmentexecutive.com/newspaper_/news-newspaper/no-better-time-for-in-kind-donations/ Mon, 06 Dec 2021 14:00:23 +0000 https://www.investmentexecutive.com/?p=435220 Surging markets and charities in need create a planning opportunity

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]]> Year-end charitable strategies for your clients to consider https://www.investmentexecutive.com/inside-track_/jamie-golombek/year-end-charitable-strategies-for-your-clients-to-consider/ Fri, 22 Nov 2019 21:21:03 +0000 https://www.investmentexecutive.com/?p=391260 Help your clients navigate charitable donations, tax-gain donating and donor-advised funds

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]]> Senate committee examines DAFs https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/senate-committee-examines-dafs/ Fri, 01 Nov 2019 04:08:00 +0000 https://www.investmentexecutive.com/?p=389916 Report urges transparency for donor advised funds, but industry warns against stifling donations

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]]> Assante Wealth introduces philanthropic platform https://www.investmentexecutive.com/news/products/assante-wealth-introduces-philanthropic-platform/ Mon, 18 Jun 2018 20:15:11 +0000 https://www.investmentexecutive.com/?p=351541 The charitable giving program allows clients to incorporate philanthropic giving into their overall wealth plan

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]]> Three tax resolutions for 2018 https://www.investmentexecutive.com/inside-track_/jamie-golombek/three-tax-resolutions-for-2018/ Mon, 15 Jan 2018 12:05:00 +0000 https://avatar.investmentexecutive.com/uncategorized/three-tax-resolutions-for-2018/ Here are three simple tax strategies you and your clients should keep in mind for minimizing taxes this year

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