Private securities as a planned giving option

Adam explains what a private security is, the benefits of donating securities to charity, and the tax pitfalls you should be aware of.

Top 10 excuses staff and volunteers use to avoid major gifts

Contradictory to their duties and obligations to the organization, some staff and volunteers actually avoid soliciting major gifts. Here are the ten most commonly asserted reasons – actually, they are excuses – for not pursuing major gifts.

RRSPs as a planned giving option

Adam weighs in on whether or not it is a good idea to donate your RRSPs to charity, the tax consequences upon doing so, and the complications a charity may face when accepting RRSPs.

Art donations as a planned giving option

Adam explains how art is appraised for tax receipt purposes, the advantages of lending art to a charity, and the special considerations for Canadian art.

Flow-through shares as a planned giving option

Adam explains what flow-through shares are, how they can be used in tax planning, and how charities can benefit from gifts of flow-through shares.

Life insurance as a planned giving option

Adam explains the advantages of life insurance as a planned gift, when receipts can be issued for such a gift, and the different types of life insurance policies that are currently available.

Charitable remainder trusts as a planned giving option

Adam explains what a charitable remainder trust (CRT) is, how CRTs are used in tax planning, and how donors can get tax credits now for shares donated after death.

Your planned giving program on the web

How to market your planned giving on your website.

How to measure the progress of your planned giving program

How to track the success of your planned giving program, including with different planned giving vehicles.

Rules for charities that operate a related business

Competition for nonprofit funding is increasing all the time, and many organizations are turning to business ventures to generate additional revenue. While this has proved very successful for many, registered charities must walk a fine line with the Canada Revenue Agency (CRA).