Tax Efficient P hilanthropy Help your clients achieve their charitable goals, while offsetting more taxable income.
By donating their assets, such as publicly traded securities and private company shares in-kind, life insurance, registered accounts, and cash, your clients can benefit from tax efficiencies while also donating to the causes that they want to support.
YOUR CLIENTS: May benefit from zero taxable capital gains. Provide recommendations on which charities to support, and when they should receive that support. Receive a donation receipt for the fair market value of the securities on the day they are donated.
For nearly 50 years, Abundance Canada has helped individuals, business owners, entrepreneurs, and corporations with significant and complex gift-planning scenarios. And we work with advisors to help them provide gift planning solutions to their clients. Our process is simple, efficient, and includes anonymous giving to charity.
Visit abundance.ca or call 1.800.772.3257 to speak with a Gift Planning Consultant and learn more about this and other tax-efficient ways for your client to give to the causes that are important to them.
