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On behalf of the Professional Advisory Committee (PAC) of the Jewish Foundation of Greater Toronto, I am pleased to present the inaugural edition of our newsletter titled “Giving Advice”. This newsletter will provide a number of helpful tips and resources for all professional advisors to assist them when talking to their clients, family and friends about charitable giving as part of their overall tax, investing and estate planning strategies. We believe this publication will be a valuable resource when discussing philanthropy with your contacts.

Please enjoy the articles and do not hesitate to provide us with your feedback or any ideas you may have for future topics.

Best regards,

Stephen N. Altbaum, Editor
Founding Partner, Lipton LLP Chartered Accountants
elisepulver Gift by Will
Written by: Elise M. Pulver, Cummings • Cooper • Schusheim • Berliner LLP


Surprisingly, many Canadians are not aware of the generous income tax benefits which are available to those who make a proper charitable “gift by Will.” ... read more

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jeffreybrown Tax Shelters & Super Credits
Written by: Jeffrey Brown, Partner, KPMG Canada


The 2013 federal budget includes two provisions relevant to charitable giving. Among many measures aimed at perceived tax “loopholes”, is a new provision that targets charitable donation tax shelters. ... read more

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golombek Donation Deadline May Change
Written by: Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Private Wealth Management


With December 31st fast approaching, taxpayers are reminded that to claim a donation and get some money back when they file their 2013 personal income tax returns next spring, they need to ensure donations are made prior to midnight on December 31st. But .. .read more

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FAST FACTS about the Jewish Foundation of Greater Toronto

  • Total current and future assets of over $530 Million
  • Distributed over $92 Million to a myriad of community organizations in Toronto, Israel and around the world over the past 5 years
  • A full revew of the 2012-2013 fiscal year can be viewed in the Jewish Foundation's Report to the Community

UPCOMING EVENTS of the Jewish Foundation's Professional
Advisory Committee

  • Educational Breakfast Seminar - Wednesday, November 27, 2013, 7:30 -10:30 a.m., generously sponsored by Cidel Financial Group
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For more information please contact Janice Benatar at jbenatar@ujafed.org or 416.631.5847

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