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Rich see importance of giving, Derek Abma, Postmedia News Gifts of Life Insurance: The Community Foundations of Canada’s Professional Advisor E-Resource will help you guide clients through this simple way to make a significant charitable gift, with tax benefits they can enjoy during their lifetime. Worldwide Will—assets in multiple jurisdictions might warrant multiple Wills, Akua Carmichael, Advisors Edge More details When Words Fail...The Importance of Getting it Right at the End, Adam Aptowitzer, Drache Aptowitzer |
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Other Charitable Giving News and Information |
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Volume 3, Issue 2, Fall 2010 |
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To remove your name from our mailing list, please click here. |
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As a Vice-President of Doherty & Associates Ltd. Investment Counsel and an estate planning expert, Paul St. Louis has always taken a long-term approach to both his client work and his own personal philanthropy. |
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Advisor incorporates long-term financial planning into charitable giving |
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The Community Foundation is pleased to announce the appointment of Ron Olsen as our new Director of Finance and Administration. CFO has incorporated a new responsible investing strategy into its Investment Policy. Recently approved by the Board of Governors, the policy is now in place and is reflective of the Foundation’s mission and core values. Click here to view the updated policy. 2010 Donation Deadlines: |
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CFO Updates |
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An e-newsletter produced by the Community Foundation of Ottawa for its circle of Professional Advisors |
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The Foundation is available for one-on-one or group meetings to describe how we work as philanthropic advisors to our donors. To make an appointment, or if you have any questions or comments, email Bibi Patel or call 613-236-1616 ext. 226. |
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There is perhaps no greater satisfaction for an individual taxpayer than to be able to tell the tax collector, “Just wait!” |
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The estate freeze—putting tax on ice |
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Paul St. Louis |
