Advisor Tools

Advisor tools about charitable giving.

advisor-tools-flexible-charitable-vehicles-effective-financial-solutions Flexible giving. When donors establish a fund through their community foundation, they open the door to a very broad range of charitable options. The community foundation can manage virtually any type of gift for any charitable purpose, offering everyone the opportunity to make a lasting contribution that directly benefits their community.

advisor-tools-giving-advice-on-charitable-giving Professional advisors find themselves at the centre of two dramatic forces in our country today: the enormous increase in personal wealth and the renewed concern for community.

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Year-end tax planning.
Preserving an estate.
Establishing a private foundation (this can be managed by a Community Foundation, who take the work out of it).
Sale or disposition of highly appreciated stock. .
Sale of a business.
Strategic giving.
Substantial RRIF assets.
Sale of real estate.
Marking a milestone.

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As a financial consultant with decades of experience, Jill McAlpine understands the multiple benefits of charitable giving. She knows it strengthens her business, enriches her personal and professional life, and benefits her community – so giving is a subject she always addresses with clients. “Once they’ve addressed their broader estate and financial plan, I talk about their giving,” says McAlpine. “Is there anything they would like to do for their community – to address an issue of concern or for a favourite charity?”