Only half of the donation tax credit can be applied against the AMT, down from 100%
Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance
Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Wealthy donors may need help doing due diligence before they give
Program addresses an investment trend that is "increasingly important to investors of all ages"
Hilary Pearson plans to leave the organization in 2019
The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving
Help your clients involve their children at an early age
Clients are often more receptive to a philanthropic plan than to a financial plan