Philanthropy

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Gatsby star raises $33 million for charity

When charity and arts come together they can do wonders. They can save rainforests, and with a dash of celebrity support, even tigers in Nepal.

By Vikram Barhat |May 16, 2013

2 min read

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Estate Planning

When to talk philanthropy

You help clients build wealth. Now, help them give it away

By Christopher Mason |December 19, 2012

7 min read

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Estate Planning

Giving through donor-advised funds

Would-be philanthropists often find themselves confronted with a common paradox: the larger the value of their gift, the less likely they are to feel certain about the charitable beneficiaries. Often the best solution is a donor-guided “intermediate charity” such as a donor-advised fund.

By Elaine Blades and Malcolm Burrows |September 17, 2012

7 min read

How 2008 changed wealthy investors

Market Insights

How 2008 changed wealthy investors

High-net-worth investors have changed priorities after the financial meltdown

By Sheila Avari |July 9, 2012

3 min read

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Estate Planning

Guided giving

If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities

By Anne Brayley |February 1, 2012

5 min read

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Reminder: Year-end investing and tax deadlines

The new year is approaching and with it, several key deadlines for tax deductions. December 31—which falls on a Saturday this year, so plan accordingly—marks the last day to contribute to certain registered plans and take advantage of certain tax credits.

By Staff |December 28, 2011

2 min read

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’Tis the season for charity scams

As the holiday season rolls around, many Canadians get in touch with their generous side. It is also the time when charities hope to tap into the season’s giving spirit and boost their coffers before the end of the year. A recent BMO Harris Private Banking survey showed almost 70% participants plan on donating a […]

By Vikram Barhat |December 22, 2011

3 min read

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Estate Planning

’Tis the season for charitable planning

As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.

By Staff |December 2, 2011

1 min read

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The Anonymous Donor

When a client confides his desire to give anonymously, you know you’ve built a strong relationship. It then becomes your job to find out the reasons behind that desire so you can choose the best method of giving.

By Melissa Shin |December 2, 2011

5 min read

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Charitable giving survives economic woes

Today marks National Philanthropy Day and the fact that end-of-year giving accounts for approximately one-quarter of national not-for-profit contributions annually proves Canadians have their heart in the right place.

By Vikram Barhat |November 15, 2011

3 min read

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