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Episode 324: Smarter Ways to Give Back
This episode of Think Smart with TMFG — hosted by Mike Connon with guest Carlo Cansino — explains practical strategies for charitable giving in Canada. They cover giving cash, donating securities to avoid capital gains tax, naming charities as beneficiaries of insurance and RRSP/RRIFs, and using donor-advised funds to create a flexible, tax-efficient legacy.
Learn about tax receipts, tax-free growth inside donor-advised funds, minimums and annual distribution rules, and how to time donations in high-income years to increase impact.
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By The McClelland Financial Group of CI Assante Wealth Management Ltd.
4
22 ratings
This episode of Think Smart with TMFG — hosted by Mike Connon with guest Carlo Cansino — explains practical strategies for charitable giving in Canada. They cover giving cash, donating securities to avoid capital gains tax, naming charities as beneficiaries of insurance and RRSP/RRIFs, and using donor-advised funds to create a flexible, tax-efficient legacy.
Learn about tax receipts, tax-free growth inside donor-advised funds, minimums and annual distribution rules, and how to time donations in high-income years to increase impact.