Charitable Gift Planning Advice

Cecil George Harris

Where There’s A Will (Part Two)

In Part 1, I shared the cautionary tale of David, a client who for many...
David

Where There’s A Will (Part One)

David* did not have a will. He had not made a specific choice not to...
Legacy gift

Make a Statement (Part Two)

Practical Benefits of Giving to Charity in Your Will In Part One, I looked at...
charitable bequest

Make a Statement (Part One)

Practical Benefits of Giving to Charity in Your Will Your last will and testament are...
Donating bonds

Donating Bonds: An Efficient Solution in Crisis

Donating bonds is a great option to explore when stock markets drop, and interest rates...
Mike and Carol and Kids

Generosity Lives On (Part Two)

In Part One of this blog series, we looked at the advantages of giving to...
Mike and Carol

Generosity Lives On (Part One)

Warren Buffet once said, “If you’re in the luckiest 1% of humanity, you owe it...
Two men meet over coffee

Minimizing Taxes, Maximizing Generosity

Ralph lost his wife to cancer. When he stopped into our office with a cheque...
Selling publicly traded securities

Generosity in Tax Season? (Part Two)

Link to Part One Like most Canadian taxpayers, Joanne and John Nelson* knew that charitable...