Planned Charitable Giving

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What is Planned Giving?

Planned giving is an ongoing method of providing a gift of funds to a charity with the emphasis on building a long-term relationship. This may include current and deferred gifts but in all cases benefits both the donor and the charitable organization.

With current outright monetary gifts the charity has the immediate ability to use the funds to carry out important projects. The donor can see the benefit of donated funds at work immediately. Funds are utilized at present value rather than at a reduced value…
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Tax Flash

Welcome to our Tax Flash update, a publication of Collins Barrow, for its clients and associates.  It is designed to highlight and summarize the continually changing tax and business scene across Canada.  While Tax Flash Suggests general planning ideas, we recommend professional advice always be sought before taking specific planning steps.

       

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2011

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