News and Views
Navigating your philanthropic journey using a personalized Canada Gives Road Map
One of the most common questions asked by successful entrepreneurs who exit a business, or others who gain considerable wealth through life events such as an inheritance, is: what next? With financial independence achieved, they wonder what they’ll do with their time and how their wealth will impact family dynamics. Of growing importance to so […]
Structure, next generation pave road to success for B.C.-based Parker Family Foundation
Dale and Joan Parker had achieved many of their life’s goals. They’d raised a wonderful family, found professional success (Dale is a former banker) and had the financial security to share some of their wealth with a range of charities. Their goal was to build a legacy of charitable giving that would outlast them and […]
How does the Budget 2024 affect the charitable sector?
Originally published by the CAGP on April 30, 2024 – https://www.cagp-acpdp.org/en/blog/how-does-the-2024-budget-effect-the-charitable-sector On April 16, 2024, the Canadian federal budget was tabled. How does this budget affect the charitable sector? Alternative Minimum Tax (“AMT”) Reform In effect for almost forty years, AMT was introduced as a means for the government to ensure individuals and certain trusts pay […]