• Learn
  • Video Resources

Maximizing Strategic Giving with Bobby Kleinman: Charitable Remainder Trusts & Listed Securities

Maximizing Strategic Giving with Bobby Kleinman

Charitable Remainder Trusts & Listed Securities

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.

For any questions or additional information, please don’t hesitate to contact us at askbobby@peartreecanada.com

Robert (Bobby) Kleinman FCPA, FCA. Bobby 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’s 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.

Legal Disclaimer

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.