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Hand holding a poster What is your legacy.
September 5, 2023 Article

Maximizing Legacy: Combining Estate Planning with the Donation of Shares in a Private Corporation

For successful business owners, donating shares in their private corporation to a registered charity can provide the opportunity to fulfil significant philanthropic goals. The charity can be either a charitable organization or a public or private foundation. When
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Gifts of Stock - Donating Stock to Charity
December 3, 2018 Article

Gifts of stock when donating to charity: A win-win option

Note: Deadline for eligibility is December 31st of every year. This being the season of giving and receiving, let’s consider the advantages of donating a portion of your stock portfolio to your favourite charity, instead of donating cash. Donating stock to charity
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Donate button on keyboard
August 29, 2017 Essential Reading

Tax Effective Method of Donating Stock

If you are planning to make a significant donation to a Canadian registered charity in 2016, you might want to consider stocks. Donating stocks can be a tax efficient way to make a contribution, provided that you keep the following considerations in
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Big blue button saying give
April 14, 2016 Article

Donating Life Insurance Policies

The prospect of donating your life insurance policy might seem unlikely today. However, there are various reasons you might take out a life insurance policy when you are younger. Those reasons can change over time, making the policy something you have but no longer
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