Posts Tagged ‘donating securities’
A Generous Dream Come True
Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs were simple, and thanks to sensible planning, their retirement income comfortably covered all the essentials. Many of their retired friends were seizing the opportunity to travel or purchase the car or home they had long dreamed of owning, but Edward…
Read MoreGive More with Gifts of Securities
Did you know cash donations aren’t the only way you can support your favourite charity? There might be a more tax effective way to give. Individual and corporations that donate publicly traded securities in-kind avoid paying the capital gains tax. Publicly traded securities are stocks, bonds, mutual funds and ETFs (Exchange Traded Funds) listed on…
Read MoreGenerosity Strategies for the Self-Employed
Sisters and business partners, Janice and Jenn Nelson* run a small but thriving real-estate agency they built up over years of hard work. From the time they were young, they both valued giving to charity. However, being in the real-estate sector, their income was tied to the fluctuating market conditions, so they settled on giving…
Read MoreCGEP The Benefits of Donating Securities
Originally published in Your Guide to Charitable Giving & Estate Planning© Spring 2019. Gift planning consultant Sherri Grosz explains the benefits of donating publicly traded securities.
Read MoreIt Pays to Give
Originally published in Wealth Professional Canada. Issue 7.04, April 2019. An interview with gift planning consultants Sherri Grosz and Brad Friesen on donating publicly traded securities as a smart way to give to your charity of choice.
Read MoreDonating Securities to Charity
Why donate publicly traded securities to charity? Historically, donations to charities have been in the form of cash (cheque, e-transfer or credit card). However, as people discover the benefits of donating publicly traded securities (stocks, bonds or mutual funds), these in-kind gifts are gaining prominence as a tax effective way to donate versus cash gifts.…
Read MoreBuried Treasure
Lately, I have had several conversations with people about downsizing or simplifying their estates. Some talk about rearranging their financial affairs to make life easier for their executors someday. Others face the physically and emotionally demanding task of moving from the homes they have lived in for many years to smaller, more manageable accommodations. Furniture,…
Read MoreThe Many Ways You Can Give
When you think of giving, what comes to mind? Writing a cheque to your favourite charity? Or buying an apple from the boy scouts? There are various ways you can give. Here are a few: Giving from Your Income Giving as you earn your income is a way of declaring God first in your finances…
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