Giving Advice - October 2015

 



 

Dear Colleagues,

This Fall 2015 edition of GIVING Advice offers a wealth of articles. This information will help you to stay atop some of the latest trends and important changes in the advisory world, and help all who incorporate innovative philanthropy in their practices.  

As you know, GIVING Advice is an initiative of the Professional Advisory Committee (PAC) of the Jewish Foundation of Greater Toronto.  Collaborative partnerships between advisors, their clients and charities benefit all stakeholders:  philanthropists, advisors, good causes and of course those in need who are helped by our efforts.

We welcome your input and feedback on all aspects of this newsletter and your own thoughts about discussing and promoting philanthropy as part of overall tax, investing and estate planning.


Thank you!

stephensignature

Stephen N. Altbaum, Editor
Founding Partner, Lipton LLP Chartered Accountants

Did you know about Donor Advised Funds
 

Welcome Changes Regarding the Donation of Private Company Shares and Real Estate
Written by: Alexandra (Ali) Spinner, CPA, CA Partner, Tax,
Crowe Soberman LLP
 

For the last number of years, philanthropic Canadians have been able to utilize a tax incentive when making a donation to charity ...read moreline
  Upcoming Changes to the Taxation of Insurance and Implications for Philanthropy
Written by: Jeff Sniderman, MBA, CFP, TEP, EPC, CLU, CH, F.C., Estate Planning Specialist and First Vice-President at CIBC Wood Gundy Financial Services Inc.
 

As many professional advisors are aware by now, the 2012 Federal budget introduced changes to the taxation of insurance contracts. These changes will apply to life insurance and prescribed annuities settled after ... read more
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  Giving Beyond Capacity
Written by: Barry S. Corbin, Corbin Estates Law
 

We pass on our value systems to family members by our words and our deeds. However, as in most things, when it comes to philanthropy, actions speak louder than words... read more
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  Annuities Make Gifts of Life Insurance Beneficial to Charity and Donor
Written by: Ronnie Strauss, Vice President and Portfolio Manager at RBC Dominion Securities Inc.
 

In advising potential art donors I find my clients are surprised when I ask “Are you the owner of the art?” At times there is no quick answer. ... read more
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For more information about the Professional Advisory Committee at the Jewish Foundation, please contact Janice Benatar at jbenatar@ujafed.org or 416.631.5847 or visit our website at www.jewishfoundationtoronto.com.

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Your donations ensure we have the long-term resources to meet the ongoing challenges and needs of the community. Sent by United Jewish Welfare Fund of Toronto, a registered charity | registration number: 10815 5797 RR0002 Jewish Foundation of Greater Toronto | 4600 Bathurst Street, Toronto, Ontario M2R 3V2