Philanthropy – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 02 Oct 2023 21:20:35 +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 Philanthropy – Investment Executive https://www.investmentexecutive.com 32 32 Proposed AMT could discourage large philanthropic gifts https://www.investmentexecutive.com/news/industry-news/proposed-amt-could-discourage-large-philanthropic-gifts/ Mon, 02 Oct 2023 21:20:35 +0000 https://www.investmentexecutive.com/?p=472454 Only half of the donation tax credit can be applied against the AMT, down from 100%

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]]> New insurance product for charitable donations could minimize philanthropy risk https://www.investmentexecutive.com/news/products/new-insurance-product-for-charitable-donations-meant-to-minimize-trafficking-risk/ Thu, 30 Mar 2023 21:12:36 +0000 https://www.investmentexecutive.com/?p=463100 Canada Life product addresses insurance-trafficking concerns that have previously dogged donations of life insurance

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]]> Donation of shares increases in popularity after strong market gains https://www.investmentexecutive.com/news/industry-news/donation-of-shares-increases-in-popularity-after-strong-market-gains/ Thu, 16 Dec 2021 17:06:45 +0000 https://www.investmentexecutive.com/?p=436221 Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says

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]]> Generosity reaps rewards https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/generosity-reaps-rewards/ Mon, 22 Feb 2021 05:11:00 +0000 https://www.investmentexecutive.com/?p=416031 Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

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]]> Helping HNW clients give to charity https://www.investmentexecutive.com/newspaper_/news-newspaper/helping-hnw-clients-give-to-charity/ Mon, 14 Dec 2020 05:14:00 +0000 https://www.investmentexecutive.com/?p=412379 Wealthy donors may need help doing due diligence before they give

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]]> New gift planning designation for advisors now available https://www.investmentexecutive.com/news/industry-news/new-gift-planning-designation-for-advisors-now-available/ Thu, 05 Sep 2019 15:57:10 +0000 https://www.investmentexecutive.com/?p=386629 Program addresses an investment trend that is "increasingly important to investors of all ages"

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]]> Philanthropic Foundations Canada announces search for new CEO https://www.investmentexecutive.com/news/people/philanthropic-foundations-canada-announces-search-for-new-ceo/ Tue, 25 Sep 2018 15:00:44 +0000 https://www.investmentexecutive.com/?p=356323 Hilary Pearson plans to leave the organization in 2019

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]]> Groups introduce new strategic philanthropic designation for advisors https://www.investmentexecutive.com/news/industry-news/groups-introduce-new-strategic-philanthropic-designation-for-advisors/ Thu, 20 Sep 2018 15:15:34 +0000 https://www.investmentexecutive.com/?p=356021 The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

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]]> Philanthropy is a family affair https://www.investmentexecutive.com/building-your-business/practice-management/philanthropy-is-a-family-affair/ Fri, 19 Aug 2016 16:50:00 +0000 https://www.investmentexecutive.com/uncategorized/philanthropy-is-a-family-affair/ Help your clients involve their children at an early age

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]]> Engaging the next generation through philanthropy https://www.investmentexecutive.com/building-your-business/practice-management/engaging-the-next-generation-through-philanthropy/ Thu, 18 Aug 2016 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/engaging-the-next-generation-through-philanthropy/ Clients are often more receptive to a philanthropic plan than to a financial plan

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