Tax Efficient Philanthropy

Help your clients achieve their charitable goals, while o setting more taxable income.

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, e cient, 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-e cient ways for your client to give to the causes that are important to them.