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Donor advised fund / Philanthropy / Law / Planned giving / Charitable trust / Tax-Free Savings Account / Structure / Donation / Foundation / Charitable organizations / Taxation in Canada / Taxation in the United States


What is Planned Giving? By Mark Blumberg (July 3, 2013) Planned giving involves tools and techniques to facilitate gifts to charities typically involving the assistance of professional advisors who attempt to balance fin
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Document Date: 2013-07-04 01:08:13

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Toronto / /

Company

Blumberg Segal LLP / Donor Advised Funds / Private Corporations Much / /

Country

United States / Canada / /

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USD / /

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IndustryTerm

large life insurance policy / charity law / insurance / legal services / legal and accounting assistance / bank donor / valuation services / /

Organization

Community Foundation / Federal Communications Commission / /

Person

Mark Blumberg / /

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Position

advisor / advisors / investment advisors / professional advisors / pfc. / lawyer / /

ProvinceOrState

Ontario / /

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www.canadahelps.org / http /

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