Advice for Advisors (previously Focus on Philanthropy) is a regular e-newsletter about charitable gift planning, edited and produced by The Calgary Foundation. It is distributed to Professional Advisors in Calgary and surrounding communities.

Advice for Advisors - October 2011

CONTENTS:

• What are Charity Tax Shelters?
• What Types of Charity Tax Shelters have CRA Disallowed
• Buy-Low Donate-High
• Gifting Trust Arrangements
• Leveraged Charitable Donation
• Cautionary Tale for Advisors and Charities

Advice for Advisors - June 2011

CONTENTS:

• Planned Giving: Know the Rules, Seize the Opportunities
• The Calgary Foundation Value Proposition

Advice for Advisors - April 2011

CONTENTS:

• Tax Strategies for the HNW Family
• Charitable Focus
• Unlocking Wealth for Business Owners

Advice for Advisors - June 2010

CONTENTS:

• Bequests: Equal Opportunity Giving
• Worldwide Will
• The Estate Freezes: Putting tax on ice

Focus on Philanthropy - December 2008

CONTENTS:

• Cross-border Estate Planning: Effect of Fifth Protocol to the Canada-US Income Tax Treaty
• The Timing of a Gift of Shares
• Market Volatility Calls for Long-Term Approach to Donating Securities
• Welcome George Sirois - Senior Officer, Gifts & Estate Planning

Focus on Philanthropy - March 2008

CONTENTS:

• An Analysis of new CRA Position on Gifting of Life Insurance Policies
• CRA Makes Gifting of Existing Insurance Policies More Attractive to Donors
• CRA Opinion - Gift of a Life Insurance Policy

Focus on Philanthropy - December 2007

CONTENTS:

• Charitable Expertise Makes Good Business Sense
• Profiles in Excellence
• TCF Launches new Website Features for Donors

Focus on Philanthropy - March 2007

CONTENTS:

• 2007 Federal Budget - Elimination of Capital Gains on Donations of Publicly Listed Securities

Focus on Philanthropy - Winter 2006

CONTENTS:

• The Ultimate Gift: Share the Gift, Change the World
• Silver Screen Philanthropy
• Life first, Wealth Second
• Family Philanthropy

Focus on Philanthropy - June 2006

CONTENTS:

• Capital Gains Eliminated on Gifts of Publicly Listed Securities
• Benefits of Tax Changes

Upshot: Financial News, Ideas and Insights
Issue 4 (2009)

Issue 3 (2008)
Issue 2 (2007)

Annual Reports

2008-2009 Annual Report (Includes MD&A and Audited Financial Statements)

2007-2008 Annual Report
2007-2008 Management Discussion & Analysis
2007-2008 Audited Financial Statements