Posts by Anne Beifuss
Consider a Long-Term Distribution Plan for Significant Donations to Charity
Finding yourself in the situation where you can make a significant donation to charity is exciting but can be difficult as not all charities are able to accept large gifts all at once; that is why we suggest a long-term distribution strategy for your gift. Often, the intention behind these types of donations is to…
Read MoreWho Will Benefit Most from Your Will: The CRA or Charity?
Canadians are one of the most generous people in the world. Donating our time and money to help others is part of who we are as a society. Compared to the regular donations you make throughout your lifetime, the decision to give a one-time gift to charity in your will can sometimes be fraught with…
Read MoreGenerosity and Wise Financial Stewardship
A Surprising Discovery Alice* stood in the doorway of the farmhouse she and her husband Henry had occupied for over 40 years. Cleaning out the clutter accumulated over decades of ownership was a daunting task. However, with Henry’s passing, she had decided to move. Now, imagine her surprise when, amongst the possessions and papers, she…
Read MoreThe Perfect Gift
I am not good at buying gifts. Whether for birthdays, Christmas, or other events, I don’t seem to have that special knack for getting people just the right thing. I used to wander from store to store or sit at the computer shopping online hoping the right gift would show itself. But that rarely happened.…
Read MoreUsing Your Generosity Plan™ for Tax Efficient Giving
The recent surge in real estate prices has inspired many Canadians to put property on the market. For those selling a property that does not qualify for the principal residence exemption, the resulting capital gain can mean a hefty tax bill. Making a donation to charity can help offset the capital gains tax, but did…
Read MoreImpacting Generations
The Konrads have demonstrated generosity since the beginning of their relationship, a value they both hold dear and learned from their parents. “When we got married, we knew that it didn’t take big money to make an impact,” Robert says, “We could have an impact just by giving our time and giving what we could.”…
Read More‘Friend of CAGP’ Award, 2021
The Canadian Association of Gift Planners (CAGP) recognized Abundance Canada CEO, Darren Pries-Klassen, with the ‘Friend of CAGP’ Award at their AGM held online May 20, 2021. Since 1993, only 50 people have received this award. The award is given to those who demonstrate a high regard for the profession, operate in an exemplary and…
Read MoreFreedom to Take Your Time
From the time we are young, we are taught that decisions about money are not to be taken lightly. We need to take the time to decide where our hard-earned money goes. Whether it is saving up for a car, a holiday or a home, life experience familiarizes us with the pillars of financial literacy.…
Read MoreDonate Now, Disburse Later
Are you facing additional or unusual taxable income? Consider a Generosity Plan™ to help you make a strategic donation now and support your favourite charities for years to come. John* was nearing retirement when an economic downturn forced his company to make some tough decisions. The severance package he received provided more than he needed…
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