All items tagged with: donations receipts
Addressing Philanthropy Goals Before Year-End
Posted: December 04, 2018Posted in: Strategic Thinking, Current Issue , Strategic Philanthropy, charitable donations, donation tax credit, philanthropy, charity, donations receipts, giving, MFA- Philanthropy
In the height of charitable giving season, a review of recent tax changes provides an opportunity for advisors and clients to plan more strategically, while maximizing tax savings and planning 2019 investments before year-end. Here’s a checklist of talking points for your December meetings:
Charitable Donations – No Receipts, No Credit Claims
Posted: October 07, 2013Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement, Succession & Estate Planning, Tax Planning , charitable donations receipts
In a recent appeal to the Tax Court of Canada (TCC), Emily Sowah argued that the Minister of National Revenue (the Minister) was incorrect in disallowing her charitable tax credit for purported cumulative gifts of $10,252 in the 2006 taxation year.