All items tagged with: philanthropy
Posted 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:
Posted in: Strategic Thinking , Strategic Philanthropy, charitable giving, Millennials, philanthropy, legacy, donations, CAGP, Spire Philanthropy, impact investing, charity, millennial
A recent study shows that millennials care more about others than any other generation in recent history. But, the data also identifies an important gap: 49 percent don’t have a will at all, and only 31 percent have a will that’s up-to-date. Without proper estate planning, their assets may never end up in the hands of the organizations millennials want to invest in to make a difference.
Posted in: Strategic Thinking , Strategic Philanthropy, tax incentives, philanthropy, DAC speakers, CAGP, donation, charity, Ruth Mackenzie, gift giving
According to recent tax filing statistics, charitable giving has been on the decline in Canada – except in Manitoba! But that doesn’t mean that generosity ceases to exist. Philanthropic investment trends are changing, and people are giving back in new and different ways. That provides an important opportunity for advisors to help clients with a philanthropic conversation, while deepening their own professional fulfillment.
Posted in: Breaking News, Practice Management, Strategic Thinking , Strategic Philanthropy, charitable giving, charitable donations, Donations Savings Calculator, tax deductions, financial education, philanthropy, donations, The Canadian Association of Gift Planners, CAGP, Spire Philanthropy
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce their collaboration to introduce a new professional designation for the financial services sector. The MFA™ Strategic Philanthropic Services Specialist designation will denote specialized professional credentials to develop plans for individuals and families interested in strategic philanthropy.
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax advisor, tax deductions, online courses, financial conferences, Canadian conferences, online education, charitable deductions, philanthropy, Quebec conferences
Knowledge Bureau’s annual Distinguished Advisor Conference (DAC) will be taking place in beautiful Quebec City from November 11-14, 2018. The theme is “Changing the Face of Community – Collaboration with Impact.” We would love to hear what this means to you, and what you’d like to see in our compelling sessions at this pre-eminent educational event.