{"id":14754,"date":"2023-09-27T13:45:06","date_gmt":"2023-09-27T20:45:06","guid":{"rendered":"https:\/\/peartreecanada.com\/video-resources\/maximizing-strategic-giving-with-bobby-kleinman-charitable-remainder-trusts-listed-securities\/"},"modified":"2024-02-01T13:42:54","modified_gmt":"2024-02-01T21:42:54","slug":"maximizing-strategic-giving-with-bobby-kleinman-charitable-remainder-trusts-listed-securities","status":"publish","type":"video-resources","link":"https:\/\/peartreecanada.com\/fr\/video-resources\/maximizing-strategic-giving-with-bobby-kleinman-charitable-remainder-trusts-listed-securities\/","title":{"rendered":"Maximizing Strategic Giving with Bobby Kleinman: Charitable Remainder Trusts &amp; Listed Securities"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Maximizing Strategic Giving with Bobby Kleinman: Charitable Remainder Trusts &amp; Listed Securities\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/v8z-fXdHVmc?start=1&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/acrobat.adobe.com\/link\/review?uri=urn%3Aaaid%3Ascds%3AUS%3Acfee1bd0-189f-37a8-be00-16d6c14a9c2b\" target=\"_blank\" rel=\"noreferrer noopener\">Download Charitable Remainder Trusts &amp; Listed Securities Deck<\/a><\/div>\n<\/div>\n\n<div class=\"two-column-content alignfull\" id=\"block_be6d3eb7bf51dda7a345574e41bc71a7\">\n\t<div class=\"container\">\n\t\t<div class=\"two-column-content-inner\" data-animation>\n\t\t\t<div class=\"two-column-content-inner-title\">\n\t\t\t\t<div class=\"two-column-content-inner-title-container\">\n\t\t\t\t\t<div class=\"two-column-content-inner-title-inner\">\n\t\t\t\t\t\t<svg width=\"49\" height=\"48\" viewBox=\"0 0 49 48\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M-2.09815e-06 48C6.36519 48 12.4697 45.4714 16.9706 40.9706C21.4714 36.4697 24 30.3652 24 24C24 17.6348 21.4714 11.5303 16.9706 7.02944C12.4697 2.52856 6.3652 1.90276e-07 3.8147e-06 -1.04907e-06L-1.04907e-06 24L-2.09815e-06 48Z\" fill=\"#d04d27\"\/>\n<path d=\"M25 48C31.3652 48 37.4697 45.4714 41.9706 40.9706C46.4714 36.4697 49 30.3652 49 24C49 17.6348 46.4714 11.5303 41.9706 7.02944C37.4697 2.52856 31.3652 1.90276e-07 25 -1.04907e-06L25 24L25 48Z\" fill=\"#d04d27\"\/>\n<\/svg>\n\n\t\t\t\t\t\t\t\t\t\t\t\t<h2>Maximizing Strategic Giving with Bobby Kleinman<\/h2>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t<h3>Charitable Remainder Trusts &amp; Listed Securities<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t<div class=\"two-column-content-inner-content\">\n\t\t\t\t<p>Discover how to maximize your charitable giving potential through Charitable Remainder Trusts (CRTs) and Listed Securities. Bobby Kleinman will lead you through these intricate financial instruments, providing valuable insights into tax-efficient strategies and best practices.<\/p>\n<p>For any questions or additional information, please don&rsquo;t hesitate to contact us at <a href=\"mailto:askbobby@peartreecanada.com\" rel=\"noopener\" target=\"_blank\">askbobby@peartreecanada.com <\/a><\/p>\n<td class=\"mcnCaptionBlockInner\" valign=\"top\">\n<table class=\"mcnCaptionRightContentOuter\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionRightContentInner\" valign=\"top\">\n<table class=\"mcnCaptionRightImageContentContainer\" border=\"0\" width=\"176\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionRightImageContent\" align=\"left\" valign=\"top\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table class=\"mcnCaptionRightTextContentContainer\" border=\"0\" width=\"352\" cellspacing=\"0\" cellpadding=\"0\" align=\"right\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<p data-v-6753cd53=\"\"><strong>Robert (Bobby) Kleinman FCPA, FCA.<\/strong>\u00a0Bobby started in philanthropy in August of 1994 by becoming the Executive Director of the Jewish Community Foundation of Montreal (JCF) which is seen to be Canada\u2019s most donor-centred foundation. Previously a Partner in Taxation at Ernst and Young, he is now a Planned Giving Consultant specializing in tax-assisted giving. Bobby has helped many Canadian charities design their planned giving programmes, and has written numerous articles on the subject. He is also Past-President of the Conseil de la Philanthropie du Quebec, the Table Ronde du Quebec of the CAGP, JIAS Canada, JIAS Montreal, and the Mount Royal Tennis Club.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<p><\/p>\n","protected":false},"featured_media":14557,"template":"","content_type":[70,69,71],"topic":[60,58,65,64,61],"class_list":["post-14754","video-resources","type-video-resources","status-publish","has-post-thumbnail","hentry","content_type-flow-through-fr","content_type-philanthropy-fr","content_type-tax-updates-fr","topic-actions-accreditives","topic-dons-de-charite","topic-fiscalite-et-reglementation","topic-philanthropie","topic-relations-gouvernementales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Maximizing Strategic Giving with Bobby Kleinman: Charitable Remainder Trusts &amp; Listed Securities | PearTree<\/title>\n<meta name=\"description\" content=\"Discover how to maximize your charitable giving potential through Charitable Remainder Trusts (CRTs) and Listed Securities. 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