No Fear – Just Philanthropy

By Anne Beifuss | January 9, 2023
Black woman smiles at camera with arms crossed, standing outside in an urban setting.

Aliesha* is the sole shareholder of a holding company with an investment portfolio of publicly traded securities. She believes strongly in corporate social responsibility and every year her holding company gives cash donations to a variety of different charities. When her accountant suggested donating publicly traded securities instead of cash, Aliesha feared it would be too…

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Worth the Effort: Donating Private Company Shares

By Anne Beifuss | March 9, 2021
Worth the Effort: Donating Private Company Shares

Writing a cheque may be the most obvious way to give to charity, but if you own shares in a Canadian Controlled Private Corporation (CCPC), donating those shares to charity in-kind has the potential to provide significant additional tax benefits. Complex rules apply to this gift planning strategy, but with proper planning and professional advice…

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