Community Work | September 6, 2023

Evans Investment Counsel is dedicated to more than just growing our clients’ wealth – we’re proud supporters of the Canadian Association of Gift Planners (CAGP), helping charitable donors maximize how much they are able to give via structured, tax-friendly charitable actions.

Recently, our Client Relationship Manager and Wealth Counsellor Wilton Chan, a member of the CAGP,  presented at a seminar on how tax benefits for a variety of gifts function, including: 

• Gifts of securities
• Life insurance
• Tax-free savings accounts (TFSAs)
• Retirement funds (RRSP/RRIFs)

Our goal was to show charitable donors how to maximize the value of their gift for their charity of choice while reducing their overall tax burden. 

The seminar – Tax Effective Giving – Beyond Cash – was an intimate event with 20 attendees. It raised awareness of how giving impacts taxes, encouraged donating through your will and educated charitable foundations themselves so that they can better advise their donors.  

In the end, we were pleased to meet with charitable donors and help them discover more tax-friendly ways to give. If you missed the seminar but are interested in learning more about how best to structure charitable gifts, feel free to get in touch. 

CAGP runs these seminars with the goal of connecting its community of donors and helping charities prospect – both worthy endeavours. 

Our wealth management Toronto team at Evans Investment Counsel always jumps at the chance to give back to in-need communities, and can’t wait for the next opportunity to work with CAGP in an effort to support both charitable causes and you, the donor.