Charitable Planning

If you are looking at making a considerable donation to a Charity, your community or a private foundation, we can assist and discuss with you what options you have available to
a traditional cash gift.

1. Gifting Securities - In May 2006 the federal budget made it more attractive to donate gift of securities to charities.  Publicly listed securities that are donated to charities are exempt from capital gains taxation.


2. Gifting of Real Estate – Donors may find it very interesting to know donating real property offers the donor and charity a significant tax and cash advantage.  A Real Estate donation can provide an impressive tax deduction, making good sense for both individuals and corporate donors.  


3. Gifting Flow Through Shares- Donate Flow through Shares to your charity and capture the tax benefits of flow through shares and donation deductions in one single transaction.   Flow Through Donations is a powerful tool for the charitable sector.


4.  Testamentary Gifts – One way to help your favourite charity is to simply name the charity as beneficiary on your life insurance.  Gifting life insurance may allow you to make a larger gift than you otherwise could afford .