Charitable Giving

Philanthropy is now even more Tax Advantageous

Have you ever wished there was a simpler way to support your favourite charity or establish your own private foundation?

The Complete Canaccord Philanthropic Solutions program is a registered program that helps individuals realize their philanthropic goals meaningfully and effectively while maximizing their grant making flexibility. With the Charitable Giving Program, Canaccord allows donors to focus on the gratification of giving, rather than the administrative requirements often associated with private foundations.

While you can support good causes in many ways, some people prefer to take a more strategic and organized approach to making a difference. They want an efficient and tax-effective way to achieve their personal charitable goals.

This is why the Complete Canaccord Philanthropic Solutions program was created. It enables you to establish an endowment that operates in much the same way as a private foundation, but without many of the associated expenses or administrative duties, and with a much lower minimum contribution. If you’re looking for a way to plan your giving more effectively, create a lasting legacy to support worthy charitable causes, and realize significant tax advantages, the Complete Canaccord Philanthropic Solutions program could be an excellent solution.

There are many compelling reasons to participate in a charitable Giving program:

A Large Influx of Cash
There are a number of circumstances where your tax liability may be especially large in a given year, and you may need a sizable tax credit to offset it. For example, some executives who have employee stock options may be able to donate a portion of their options, which will in turn allow them to exercise additional options and pay no tax.

Substantial Amounts of Appreciated Securities
Those who contribute publicly listed, appreciated securities through the Complete Canaccord Philanthropic Solutions program receive a donation receipt for the full fair market value of the securities (at the time of ownership transfer) and enjoy preferred tax treatment on the capital gains realized on those securities.

A Wish to Leave a Charitable Legacy
You can name successors to your Charitable Giving Program accounts to perpetuate the tradition of giving beyond your lifetime.

A Desire to Support Worthwhile Charities Anonymously
You can recommend a grant to a charity, secure in the knowledge that (if desired) all personal information will remain confidential.

The Benefits of a Private Foundation Without Creating One
You may name your Complete Canaccord Philanthropic Solutions program. For example: The Jones Family Fund. The Fund or individual donors receive recognition for any grants they may recommend. This means while your charitable donations appear to take place through a private foundation, they do not incur the
administrative and legal expense burdens associated with operating your own foundation.