RRSPs as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In this installment of our miniseries about the legal side of planned giving,...

Charity tax-shelters, the CRA and you

Much has been made in the press over the last year about the alleged fraudulent use of tax shelter plans by Canadian charities. If you’re at all interested in the charitable sector in this country, then you’ve likely read the...

The ubiquitous charitable golf tourney: Hole-in-one or vicious slice?

There are more than 80,000 registered charities in Canada. The majority of them rely heavily on either the generosity of Canadian citizens, support from government grants, or donations from the private sector. And for many, fundraisers in the form of...

Why not to create a do-it-yourself donation tracking and receipting system

Many small charities and churches start out tracking their donors and donations, and creating their charitable receipts, using a homegrown system. Most often, in my experience, this is built with Microsoft Excel and Word, but sometimes Access or another simple...

Art donations as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Flow-through shares as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Strengthening organizational capacity: Social finance survey report

Social finance: the promise of a brighter tomorrow If you find it increasingly tough to cultivate and manage a gaggle of funders and their divergent needs, an emerging class of financing may become a vital new source of sustainability for...

Life insurance as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our new miniseries about the legal side of planned giving, Adam Aptowitzer,...

Charitable remainder trusts as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...
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