News and Views
Grant application management is at the heart of the Canada Gives client service experience
When they set out on a path to becoming engaged philanthropists, most of our Foundation account holders are entirely new to the process. They want to give back, to make a difference and, potentially, also involve their family in that life-changing experience. They’re simply not sure how to give well and make the best use […]
How long will my family foundation last? Introducing our new calculator feature
Advisors are often asked an important financial planning question by clients when it comes to portfolio longevity: How long will my wealth last into retirement? Do I have enough to live the lifestyle I want well into my golden years? Will my money run out before I pass away, and if not, will I have […]
An update on the CRA’s annual disbursement quota rule changes
The 2022 federal budget contained a proposed change that immediately caught the attention of Canada’s charitable sector—a long-discussed increase to the minimum annual disbursement quota (DQ) for charities. As we noted in a previous blog, the DQ is “the minimum calculated amount that a registered charity is required to spend each year on its own charitable […]