Monday, May 13, 2019

Charitable Giving: Ebenezer Scrooge in a Taxable Canadian Context.

May 10, 2019
Paper presented at Tax Fundamentals for the Estate Practitioner (Vancouver, BC).
A Conference presented by the Continuing Legal Education Society of British Columbia

This paper discusses options for charitable giving as part of an estate plan, both during life and at death.

The paper deals with the basic requirements for a charitable gift and examines the following aspects of charitable giving.

1.               When to donate (whether during lifetime or at death).

2.               Cash gifts.

3.               Gifts of publicly-traded shares.

4.               Gifts of private corporation shares.

5.               Matching Gift Campaigns.

6.               Whether to use a private foundation or a donor-advised fund.

7.               Gifts made through a will or through a life interest trust.

To read the full article, click here.

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The above article provides general commentary of an educational nature. It does not constitute advice for any specific person or any specific set of circumstances. Because circumstances vary, readers should consult professional advisers in order to obtain advice that is applicable to their specific circumstances.