Optimizing the Tax Efficiency of Your Charitable Donations

October 31, 2023 | Stephanie Woo


Many Canadians are charitably minded, however this can be a very personal matter.  Some want to give, but think their gift is too small. Some want to give and want to stay anonymous.  Others want to give but want to take some time to decide before funding the "right cause" that they feel passionate about.  Whether you want to give now, later or just want to learn more about how to incorporate charitable giving into your personal, family or company's financial plan, we can help!

Do you hold appreciated publicly traded securities, mutual funds, or ETFs and interested in receiving a charitable donation receipt NOW and eliminate the capital gains tax on those holdings? For those who want immediate tax receipts, here's a great option:

CLICK HERE for Donor Form


As always, please contact Stephanie Woo at 604.257.3234 if you would like more information or how you can benefit from her team's expertise.