Giving Advice November 2014

 



 

Fellow advisor,

As another year comes to an end, we at “GIVING Advice” are happy to provide you with a number of helpful articles highlighting planning strategies for charitable giving.

“GIVING Advice”, an initiative of the Professional Advisory Committee (PAC) of the Jewish Foundation of Greater Toronto is a resource for all professional advisors when talking to clients, family and friends about philanthropy as part of overall tax, investing and estate planning.

As always, I invite you to provide us with your feedback (good and not-so-good), and to advise us of any plans or strategies you have encountered in your professional travels, that have proven effective in assisting your clients in fulfilling their personal and philanthropic goals.

Thank you and Happy New Year!

stephensignature

Stephen N. Altbaum, Editor
Founding Partner, Lipton LLP Chartered Accountants
Did you know... A gift of publicly traded securities is a great opportunity to make a tax efficient gift to support the Jewish Foundation of Greater Toronto.
  David Wm. Brown Life Insurance: A Gift for Life
Written by: David Wm. Brown, Partner, Al G. Brown & Associates
 

Canadians are in general a charitable and philanthropic people. According to a 2012 University of Calgary School of Public Policy Research paper, charitable giving in Canada has reached an all-time high ...read more
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  Mark Halpern Leaving a Charitable Legacy
Written by: Mark Halpern CFP, TEP, President, illnessPROTECTION.com
 

Creating a charitable legacy can be one of the most personal and enduring decisions you can ever make. ...allowing you to "both give and receive". ... read more
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  Michael Goldberg

Matthew Getzler

Sell Now! (How the 2014 Budget May Impact on Business Owners' Exit Strategies)
Written by: Michael Goldberg, Tax Partner, Minden Gross LLP and
Matthew Getzler, Tax Associate, Minden Gross LLP

The federal government's 2014 Budget contained a host of changes, including "proposals" to change the taxation of eligible capital property... read more
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Professional Advisors Breakfast Seminar November 18, 2014


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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