Posts Tagged ‘Strategic Generosity’
The Right Tool for the Job
Fred and Marcie worked hard to balance family, careers, and a variety of commitments in their community. Life was busy, but they had finally made it to that phase people often call “comfortable”. They used this little bump in financial freedom to increase support for their church, as well as giving to a number of…
Read MoreNo Fear – Just Philanthropy
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…
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…
Read MoreA Business Option Worth Considering
Business succession planning provides the perfect opportunity to use strategic generosity to fulfill your charitable aspirations while maximizing tax efficiency. The majority of small and mid-sized businesses in Canada are owned by individuals over fifty[1]. Within the next 10-20 years, many of these businesses will experience an ownership transition due to life events such as: Retirement…
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