Charity – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 28 Mar 2023 16:38:58 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Charity – Advisor's Edge https://phoenix.advisor.ca 32 32 Feds look to increase charities’ disbursement quota https://phoenix.advisor.ca/news/economic/feds-looks-to-increase-charities-disbursement-quota/ Tue, 20 Apr 2021 00:32:08 +0000 https://www.advisor.ca/?p=193962 Charitable foundation assets have grown to $85B, but disbursements "have not kept pace," Ottawa says

The post Feds look to increase charities’ disbursement quota appeared first on Advisor's Edge.

]]> Help for the social-cause sector during Covid-19 https://phoenix.advisor.ca/tax/tax-news/help-for-the-social-cause-sector-during-covid-19/ Fri, 12 Jun 2020 19:00:29 +0000 https://www.advisor.ca/?p=181640 These organizations’ structures dictate CRA compliance and pandemic support

The post Help for the social-cause sector during Covid-19 appeared first on Advisor's Edge.

]]> Create a rewarding charity experience for senior clients https://phoenix.advisor.ca/retirement/retirement-news/create-a-rewarding-charity-experience-for-senior-clients/ Mon, 25 Feb 2019 05:00:59 +0000 https://www.advisor.ca/?p=162161 Knowing the basics can help advisors strengthen relationships

The post Create a rewarding charity experience for senior clients appeared first on Advisor's Edge.

]]> Clients interested in philanthropy? Become an expert https://phoenix.advisor.ca/news/industry-news/clients-interested-in-philanthropy-become-an-expert/ Thu, 20 Sep 2018 16:31:16 +0000 https://www.advisor.ca/?p=152649 New designation for advisors revolves around gift planning strategies

The post Clients interested in philanthropy? Become an expert appeared first on Advisor's Edge.

]]> Millennials trust charities. So why aren’t they giving? https://phoenix.advisor.ca/news/economic/millennials-trust-charities-so-why-arent-they-giving/ Wed, 06 Dec 2017 11:03:22 +0000 https://avatar.advisor.ca/uncategorized/millennials-trust-charities-so-why-arent-they-giving/ Compared to previous generations, millennials are more trusting of charities. However, that good faith isn’t translating into donations: in fact, the 18- to 34-year-old group is giving less, says an Angus Reid Institute and Charitable + Impact survey. Financial constraints are the main obstacle for millennials, with 94% citing that as the reason for not […]

The post Millennials trust charities. So why aren’t they giving? appeared first on Advisor's Edge.

]]> Why aren’t Canadians giving more? https://phoenix.advisor.ca/news/industry-news/why-arent-canadians-giving-more/ Tue, 28 Nov 2017 09:47:36 +0000 https://avatar.advisor.ca/uncategorized/why-arent-canadians-giving-more/ A lack of financial means is a major factor for some.

The post Why aren’t Canadians giving more? appeared first on Advisor's Edge.

]]> Finding the right donation strategy for every client https://phoenix.advisor.ca/tax/tax-news/finding-the-right-donation-strategy-for-every-client/ Fri, 24 Nov 2017 14:43:32 +0000 https://avatar.advisor.ca/uncategorized/finding-the-right-donation-strategy-for-every-client/ Tips for maximizing generosity

The post Finding the right donation strategy for every client appeared first on Advisor's Edge.

]]> Budget changes donation rules https://phoenix.advisor.ca/tax/estate-planning/budget-changes-donation-rules/ Fri, 24 Mar 2017 10:55:13 +0000 https://avatar.advisor.ca/uncategorized/budget-changes-donation-rules/ If you have charitable clients, read this article.

The post Budget changes donation rules appeared first on Advisor's Edge.

]]> Investigated charity receives FSCO warning, plans to relocate to Saskatchewan https://phoenix.advisor.ca/columnists_/melissa-shin/investigated-charity-receives-fsco-warning-letter-plans-to-relocate-to-saskatchewan/ Wed, 30 Nov 2016 16:23:14 +0000 https://avatar.advisor.ca/uncategorized/investigated-charity-receives-fsco-warning-letter-plans-to-relocate-to-saskatchewan/ The charity was the subject of a March 2016 Advisor.ca investigation into insurance policy donations.

The post Investigated charity receives FSCO warning, plans to relocate to Saskatchewan appeared first on Advisor's Edge.

]]> Know where to give with the Charity 100 https://phoenix.advisor.ca/my-practice/know-where-to-give-with-the-charity-100/ Wed, 30 Nov 2016 11:22:32 +0000 https://avatar.advisor.ca/uncategorized/know-where-to-give-with-the-charity-100/ In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.

The post Know where to give with the Charity 100 appeared first on Advisor's Edge.

]]>