Blog

  • We’re in the home stretch for tax planning and smart charitable giving

    Can you believe we’ve crossed the critical half-way point and in the home stretch for tax and smart charitable planning in 2022? The good news is that, with four months to go, charities and advisors have a valuable runway to engage in discussions about tax planning and charitable giving with their d

  • A special recipe for Mother’s Day

    One of the special days of the year that can’t be forgotten is a tribute to the wonderful women in our lives. Mother’s Day celebrates those who gave us life, love, guidance, and encouragement each day of our lives. These women are seen today as front line during one of the most devastating periods i

  • What does Cinco de Mayo and your charitable organization have in common?

    Major gift strategies on Cinco de Mayo! Cinco de Mayo celebrations across North America will be a little different this year again, with many of us having a margarita (or two) on an outdoor patio rather than inside our own homes over a zoom cocktail party (phew!). A very, very brief Cinco de Mayo hi

  • What advisors and charities need to explore to benefit their clients in the year ahead

    With tax season upon us, it’s not enough to just organize the shoebox of last year’s receipts, slips, and notes for our accountant or our online filing program. We need to take stock of missed opportunities and plan for the current year. The good news is that, with eleven months to go, charities and

  • Charitable financial planning for 2022

    Why advisors and charities need to explore charitable planning techniques to benefit their clients in the year ahead With tax season upon us, it’s not enough to just organize the shoebox of last year’s receipts, slips, and notes for our accountant or our online filing program. We need to take stock

  • Is all charitable giving equal?

    Is all charitable giving equal? The simple answer is “no.” One of the main reasons that giving isn’t simple or equal is that all charities lump giving into a single pot. As a donor, you may think that a donation is a donation but that isn’t the case. Every donation has its own unique characteristics

  • This year, take “stock” in your charitable giving!

    This year, take “stock” in your charitable giving! Donating appreciated shares can make a great difference for you and your charity. Giftabulator shows you the best ways to give now by minimizing taxable capital gains and maximizing impact for your charitable giving. The Giftabulator app compares eq

  • As Seen in The Globe & Mail

    I thought you might be interested in reading my interview in this week’s Globe and Mail. Joel Schlesinger’s article addresses charitable giving and the role advisors play on behalf of their clients and the charities they support. The FUNDING matters Giftabulator is profiled as a tax-efficient philan

  • No better time for in-kind donations

    No better time for in-kind donations Surging markets and charities in need create a planning opportunity By: Rudy Mezzetta | Source : Investment Executive This article will appear in the December issue of Investment Executive. High-net-worth clients holding appreciated securities in their portfolios

  • In-kind acts for the holidays

    In-kind acts for the holidays Gifting stocks, other investments excellent way to support charities this season, while helping to significantly cut your tax bill come spring By: Joel Schlesinger Most people dig a little deeper in their wallets this holiday season to help those in need. But some can a

  • The time to prepare for year-end charitable giving is now

    The time to prepare for year-end charitable giving is now When fundraisers ask for “cash” donations, they’re not only selling their organizations short, they’re also selling their donors short. A credit card or cheque donation may be easy, but it comes from an account the donor has already paid tax

  • Why Planned Giving is a good place to start for Major Gifts

    Why Planned Giving is a good place to start for Major Gifts Through Covid-19 we’ve all been made aware that the number of deaths is increasing, but guess what? Planned giving is not. Remember, charities play two primary roles; one, provide services, programs, care that fill a large gap that governme