CHARITABLE GIVING
A tax efficient way to share your wealth
Thursday, July 27th, 2023Â
10:00am-11:30am
Fredericton Chamber of Commerce
364 York Street, Suite 200
Fredericton, NB E3B 3P7
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Charitable giving is not only a noble and socially responsible gesture, it is an opportunity to maximize your own impact in the community.
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Join us as our VIP guest and learn more about maximizing the benefits of charitable giving, to help you plan for the people and causes you care about.
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At this special coffee & pastry style event, we will discuss important charitable giving strategies. From what and how to give, gifting corporately, and building a legacy – we’ll share tax-efficient insights for various situations, along with three unique client case studies.
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Learn from experts, ask all the questions you need, and go home knowing how to ready yourself, and the causes you care about, for success while keeping your well-deserved income where you most want it to be.Â
Over the last recent decades, you have worked hard with a goal in mind. You don’t want to miss out on potential benefits and you definitely want to see your community and favourite charitable causes benefit!
Most Canadians are not aware of their options and limitations when it comes to charitable giving. Our goal is to teach you how to share your wealth with benefits and strategies that will maximize your impact while taking advantage of the systems in place that help you grow and protect your assets in the next phases of your life.
After attending this workshop, you will have learned the differences between personal and corporate gifting and the tax advantages of either strategy.
You’ll also get acquainted with the government rules affecting your charitable giving and how you can provide for those you care about in the best way possible.
• It's never too early to consider your legacy
• Those who know how the tax system works are able to protect, keep and share their assets as they see fit
• Sometimes less is more: Keeping your net income low could help you increase benefits in other areas of your finances
• Lack of knowledge could cost not only you, but the causes you care about, a lot. Instead, prepare for a relaxing and stress-free plan
We are committed to keeping personal information confidential. The information collected may be used by IG Wealth Management and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes. Express Consent: By providing my telephone number and/or email address, I CONSENT to IG Wealth Management using this information to contact me for marketing purposes. Views of guest speakers may not be shared by IG Wealth Management.
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