Posts Tagged ‘Tax-efficient’
No 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 MoreFollowing my Father’s Plan
Laurie Ball feels a deep sense of responsibility towards charitable giving. Because of her father’s failing health with dementia, she has taken on the responsibility of managing his legacy of generosity alongside her own donations. Managing her father’s financial affairs is a big responsibility for Laurie, but her father prepared her well. In addition to…
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 MoreSupport Your Favourite Charity with Gifts of Securities
Fred Smith* is a big-hearted man, and has always donated a percentage of his annual income to charity. When the homeless shelter in his city launched a fundraising campaign to construct a new building, he decided to give them an extra $10,000 above his annual support. Fred was excitedly telling a friend about the project over lunch one day when his friend told…
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