Philanthropy

Demographics sway philanthropic choices

Anne Brayley, vice president professional advisory services at the Toronto Community Foundation recently spoke with Sara Plant, Vice President and National Director, Wealth Services at BMO Harris Private Banking, about high-net-worth clients and their approach to philanthropy.

By Anne Brayley |August 23, 2011

3 min read

Tax News

Tax developments for philanthropists

Anne Brayley, vice president, professional advisory services at the Toronto Community Foundation, speaks with Heather Evans, managing partner, tax at Deloitte & Touche, about how the current tax environment influences trends in philanthropy.

By Anne Brayley |May 1, 2011

3 min read

Planning and Advice

The greatest gift

Anne Brayley, vice president, Professional Advisory Services at the Toronto Community Foundation, speaks with Gwen Harvey, founder and president of Bridgewater Family Wealth Services, about family philanthropy.

By Anne Brayley |April 1, 2011

3 min read

Tax News

Charitable giving, flow-through shares strategies

March is flow-through share season: the time of year when Canadian resource and exploration companies are most likely to be out raising funds. Charitable-giving strategies using flow-through shares are relatively well known, but strategies using a corporate client’s capital dividend account, or CDA, are underutilized.

By Mike George |March 1, 2011

4 min read

Legal pitfalls of charity pledges

You don’t usually hear about the unenforceability of pledges. This is because the vast majority of pledges to charity are honoured. They are simply paid by the donor without dispute. But promises to donate to charity are not enforceable. A promise to make a gift speaks to a future event. The gift is incomplete until […]

By Daniel Dochylo |February 11, 2011

5 min read

Tough questions surround philanthropy

Margaret Franklin is president and CEO of Kinsale Private Wealth and chair of the global Board of Governors of the CFA Institute. Anne Brayley, vice president of professional advisory services at the Toronto Community Foundation, spoke with her about how she discusses philanthropy with her clients.

By Anne Brayley |February 11, 2011

3 min read

Philanthropy rounds out planning

Philanthropic activity in Canada is in top gear. As the season for charitable giving draws to an end, with December 31 being the deadline for a 2010 tax receipt, Canadians are looking for ways to keep the tax man's hand out of their pocket. Charitable giving as a tax-reduction strategy is one of them.

By Vikram Barhat |December 15, 2010

3 min read

Incorporating charitable giving, estate-planning

Elena Hoffstein is a partner in the law firm Fasken Martineau DuMoulin. In addition to personal tax and estate planning, her practice includes charities and not-for-profit law. This conversation focuses on philanthropy as part of an estate plan.

By Anne Brayley |December 1, 2010

3 min read

Philanthropy

Demographics sway philanthropic choices

Tax developments for philanthropists

The greatest gift

Charitable giving, flow-through shares strategies

Donations with benefits

Legal pitfalls of charity pledges

Tough questions surround philanthropy

Charitable giving: A win-win-win proposition

Philanthropy rounds out planning

Incorporating charitable giving, estate-planning