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Keyword: Philanthropy

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Alphabet letter wooden blocks with words GIVE in child and parents hands. Family and charity concept

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

Alphabet letter wooden blocks with words GIVE in child and parents hands. Family and charity concept

Donation of shares increases in popularity after strong market gains

Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says

father and son conversation

Affluent Canadians want to help both their children and the world, research finds

Parents are helping children buy houses and start businesses

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

Advocis partners with Knowledge Bureau to offer philanthropy designation

Advocis members can now sign up for the MFA-P designation

  • By: Staff
  • September 3, 2020 September 3, 2020
  • 14:20
Idea

Dennis Mitchell discusses new initiative to combat systemic racism

The Starlight Capital CEO is part of a coalition that has launched the Black Opportunity Fund

Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

Advisors can now get an MFA-P designation

New program focuses on strategic philanthropy

  • By: Staff
  • September 5, 2019 September 5, 2019
  • 11:56
PETER DAZELEY / GETTY IMAGES; ICON: 123RF STOCK PHOTO

Create a rewarding charity experience for senior clients

Knowing the basics can help advisors strengthen relationships

Education school or business concept. Woman female student sitting on chair holding stack books. Back view grunge background

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

  • By: Staff
  • September 20, 2018 September 20, 2018
  • 12:31

Finding the right donation strategy for every client

Tips for maximizing generosity

Setting up your own charity

Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]