Philanthropy – 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 Mon, 02 Oct 2023 21:17:23 +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 Philanthropy – Advisor's Edge https://phoenix.advisor.ca 32 32 Proposed AMT could discourage large philanthropic gifts https://phoenix.advisor.ca/tax/estate-planning/proposed-amt-could-discourage-large-philanthropic-gifts/ Tue, 03 Oct 2023 13:00:05 +0000 https://www.advisor.ca/?p=231324 Only half of the donation tax credit can be applied against the AMT, down from 100%

The post Proposed AMT could discourage large philanthropic gifts appeared first on Advisor's Edge.

]]> Donation of shares increases in popularity after strong market gains https://phoenix.advisor.ca/news/industry-news/donation-of-shares-increases-in-popularity-after-strong-market-gains/ Thu, 16 Dec 2021 17:01:36 +0000 https://www.advisor.ca/?p=204132 Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says

The post Donation of shares increases in popularity after strong market gains appeared first on Advisor's Edge.

]]> Affluent Canadians want to help both their children and the world, research finds https://phoenix.advisor.ca/tax/estate-planning/affluent-canadians-want-to-help-both-their-children-and-the-world-research-finds/ Tue, 23 Nov 2021 16:49:24 +0000 https://www.advisor.ca/?p=203122 Parents are helping children buy houses and start businesses

The post Affluent Canadians want to help both their children and the world, research finds appeared first on Advisor's Edge.

]]> Advocis partners with Knowledge Bureau to offer philanthropy designation https://phoenix.advisor.ca/news/industry-news/advocis-partners-with-knowledge-bureau-to-offer-philanthropy-designation/ Thu, 03 Sep 2020 18:20:50 +0000 https://www.advisor.ca/?p=184961 Advocis members can now sign up for the MFA-P designation

The post Advocis partners with Knowledge Bureau to offer philanthropy designation appeared first on Advisor's Edge.

]]> Dennis Mitchell discusses new initiative to combat systemic racism https://phoenix.advisor.ca/news/industry-news/dennis-mitchell-discusses-new-initiative-to-combat-systemic-racism/ Thu, 25 Jun 2020 21:12:52 +0000 https://www.advisor.ca/?p=182163 The Starlight Capital CEO is part of a coalition that has launched the Black Opportunity Fund

The post Dennis Mitchell discusses new initiative to combat systemic racism appeared first on Advisor's Edge.

]]> Advisors can now get an MFA-P designation https://phoenix.advisor.ca/news/industry-news/advisors-can-now-get-an-mfa-p-designation/ Thu, 05 Sep 2019 15:56:47 +0000 https://www.advisor.ca/?p=169710 New program focuses on strategic philanthropy

The post Advisors can now get an MFA-P designation 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.

]]> 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.

]]> Setting up your own charity https://phoenix.advisor.ca/news/industry-news/setting-up-your-own-charity/ Fri, 06 May 2016 00:03:24 +0000 https://avatar.advisor.ca/uncategorized/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 […]

The post Setting up your own charity appeared first on Advisor's Edge.

]]>