Advice for Advisors (previously Focus on Philanthropy) is a regular enewsletter 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 - 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
To sign up for the enewsletter, contact: Laurie Murray, Information Officer lmurray@thecalgaryfoundation.org
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
