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[Webinar] The Impact of AMT on Philanthropy: From Cash Donations to Marketable Securities & More

With the changes to the AMT laws in the 2023 Federal Budget, Canadian charities, philanthropists and their Wealth & Tax advisors will need to revisit their 2024 fundraising & tax effective gift planning strategies. We have gathered a panel of experts to provide insight & thoughtful discussion on the future of transformational giving across Canada.

Compte tenu des modifications apportées par le budget fédéral 2023 aux dispositions relatives à l’impôt minimal de remplacement (IMR), les organismes de bienfaisance et les philanthropes du Canada ainsi que leurs conseillers en fiscalité et en gestion de patrimoine, devront revoir leurs stratégies de levée de fonds et de planification de dons optimisés par la fiscalité pour l’année 2024. À cette fin, PearTree réunira plusieurs spécialistes pour tenir une table ronde sur l’avenir des dons substantiels au Canada et offrir des avis éclairés aux parties concernées.

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This report / article has been prepared for general information purposes only. Any opinions herein reflect the views of the Analyst and/or Author as at the date appearing above, and does not constitute a recommendation or individual investment advice, nor should it be considered a solicitation for the purchase or an offer of securities. Information contained in this report is derived from sources believed to be reliable, but its accuracy cannot be guaranteed.

The information provided herein is not intended for distribution to, or use by, any person or entity in any jurisdiction or country including the United States, where such distribution or use would be contrary to law or regulation or which would subject PearTree to any registration requirement within such jurisdiction or country.