A Charitable Guide to Planned Giving

A "Get-To-It" Guide by DeWayne Osborn CPA, CGA, CFP®

CGA-BC Presentations

Published: February 2nd, 2012

As mentioned in my earlier blog, I am now able to post the actual presentations I made to the Certified General Accountants Association of BC on a variety of issues with regard to planned giving.  Tax receipting and general information on how many of the more common plan gift instruments work was presented.  You will find this posting in the Resources Section under CGA-BC Morning Presentation 2011.

Similarly, the afternoon session to CGA-BC included a detailed discussion of seven cases that illustrated the effects of the rules and regulations surrounding planned giving-including tax receipting of eligible amounts.  Canada Revenue Agency provided written input to the cases.  I would like to thank Shelley Penn from the CRA charities directorate for assistance with that very valuable feedback.

This session is referenced as CGA-BC afternoon presentation 2011, and the seven case illustrations is posted as well.

DeWayne Osborn


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