GIVING Advice is an electronic newsletter of the Professional Advisory Committee of the Jewish Foundation. It is designed to provide advisors with up-to-date resources that will help them better understand the benefits, both personal and financial, of how clients’ giving patterns are an important part of responsible financial planning. Moreover the information in the newsletter assists with the type of planning that has a meaningful, positive impact on our community at large.
If you are sometimes too busy to keep up with changes and current trends in the important realm of advising clients on philanthropy, this newsletter is a timely resource.
The links below will give you a valuable insight to a diverse variety of trending topics, such as charitable tax credits, protecting RRSPs & RRIFs, new and emerging changes to gifts by Wills and pending changes to life insurance rules.