Mark speaking on planned giving at 2nd Elderly Client Conference

Mark Blumberg will be speaking on "Planned Giving and the Elderly Client" conference on January 23, 2015 Here is the description of the……

CBC story on “Canada Revenue Agency privacy breach leaks prominent Canadians’ tax details”

The CBC has disclosed that CRA had provided them with a list of private information on taxpayers who had applied for certain tax benefits as a result…

Finance consults on draft tax legislation on bequests to Canadian charities and trust taxation

Following up on the 2014 Budget, Finance has released draft tax legislation for consultation.  The changes with respect to bequests to…

CRA letter on charitable gifts by secondary will

The CRA recently released a letter which discusses whether a taxpayer's estate was entitled to donation tax credits claimed for a charitable gift…

Blumbergs 2013 Receipting Kit for Canadian Registered Charities

Here is the Blumbergs’ 2013 Receipting Kit. Download Article

2014 Federal Budget and its Impact on Canadian Charities

Today Finance Minister Jim Flaherty introduced the Canadian Federal Budget 2014.  The budget had a large number of provisions dealing with…

2014 Federal Budget and its Impact on Canadian Charities

Today Finance Minister Jim Flaherty introduced the Canadian Federal Budget 2014.  The budget had a large number of provisions dealing with…

The Globe and Mail: ‘Forever’ falls out of fashion in charitable giving

The Globe and Mail recently had an article which discusses the concept of perpetual endowments as well as the use of donor advised funds and…

Planned Giving and Professional Advisors – The Why and How to Involve Professional Advisors

In this article I discuss the importance of Canadian charities involving professional advisors in their planned giving efforts. Planned Giving and…

Starting a Basic Planned Giving Program for a Canadian Charity –  A Lawyer’s Perspective

In this article I provide some suggestions to charities in Canada as to how they can easily start a planned giving program for their charity.…

What is planned giving?

In this article I discuss different planned giving vehicles in Canada. What is planned giving?

What is planned giving?

In this article I discuss different planned giving vehicles in Canada. Download Article

Starting a Basic Planned Giving Program for a Canadian Charity –  A Lawyer’s Perspective

In this article I provide some suggestions to charities in Canada as to how they can easily start a planned giving program for their charity.…

Planned Giving and Professional Advisors – The Why and How to Involve Professional Advisors

In this article I discuss the importance of Canadian charities involving professional advisors in their planned giving efforts. Download Article

New CRA Application for “Municipal or public bodies performing a function of government in Canada”

The CRA has just released its new process for recognizing “municipal or public bodies performing a function of government in Canada”.  Here is a PDF…

CRA letter in French on charitable remainder trusts

Here is a letter from CRA in French on charitable remainder trusts.  According to the summary the letter discusses “1) Whether the gift…

AFP Greater Toronto Chapter Fundraising Day 2013 – Planned Giving Institute – June 5, 2013

On June 5, 2013, Trevor Clark and myself will be delivering the “Planned Giving Institute” for AFP Toronto’s Fundraising Day. Here…

House of Commons Finance Committee releases report today on Tax Incentives for Charitable Giving

Today the House of Commons Standing Committee on Finance (FINA) released its much anticipated report on Tax Incentives for Charitable Giving in…

CRA letter on tax implications of donation of newly acquired life insurance policy to charity

The CRA recently sent a letter discussing the tax implications of a donor making a gift of a newly acquired life insurance policy to a registered…

CRA letter on dates and value to be used on official donation receipt for bequest under will

Here is a CRA letter which discusses the dates and value to be used on official donation receipts for a bequest under will. Here is the CRA letter:…

“Where do I start when leaving a legacy to a charity?” – presentation with Lois Fleming

I am looking forward to giving a presentation with Lois Fleming of The Salvation Army on “Where do I start when leaving a legacy to a…

Terrorism and use of intermediaries to carry out charitable activities?

It is pretty obvious that Canadian charities, whether operating in Canada or outside of Canada, cannot directly or indirectly support…

Leave a Legacy Community Outreach Program -“You Don’t Need to be Rich to be a Philanthropist”

I will be co-presenting for Canadian Association of Gift Planners Greater Toronto Area RoundTable on June 13th at 1:30 – 3:00 p.m. on “You…

CRA letter on Canadian charities and alter ego trusts

Here is a recent CRA letter dealing with “If, as a consequence of a gift, a charity holds a beneficial interest in an alter ego trust, will the…