A Charitable Guide to Planned Giving

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

 

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  1. 9.1.3 - How the CRT works

    CRA's IT226R outlines four conditions that must be present for property transferred to a trust to qualify as a CRT.

    http://cardinalphilanthropy.ca/pages.php?page_id=223

  2. 1.3 - Other factors

    However, there are more benefits to planned giving than just tax savings, and donated property can be something other than cash at death. Planned giving is unique and has many distinguishing features from "normal" gifting.

    http://cardinalphilanthropy.ca/pages.php?page_id=25