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Bequests and Planned Giving for Canadian Charities
Bequests and Planned Giving for Canadian Charities
SLIDE DECK AND AGENDA
Part 1 - Tax Benefits for Donations, Reducing Fundraising Costs, Planned Giving, Smart Giving vs. Tax-Effective Giving (46:04)
Part 2- Different Planned Giving Vehicles, Marketable Securities, Donor Advised Fund (DAFs), Private Foundations (40:57)
Part 3 - Bequests, Introduction, Why Bequests are Important, Advantages/Disadvantages, Legal Issues with Bequests (67:32)
OTHER RESOURCES
Part 2- Different Planned Giving Vehicles, Marketable Securities, Donor Advised Fund (DAFs), Private Foundations
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