Archive for the ‘Philanthropy/Charitable Giving’ Category

60 Months: Estate Donations Revised

Monday, January 25th, 2016

On January 15th, 2016 the Department of Finance announced changes to the trust and estate donation rules that came into effect at the beginning of 2016.   Three measures affected charitable donations, including two improvements to the “estate donation” rule. 1. Timing of Transfer Estate donations – gifts by will and direct designation ...

Estate Donations of Art

Monday, January 11th, 2016

Fine art is an asset class that has been growing in importance among the affluent and is beginning to be a significant part of certain estate plans.   One estimate pegged the international art market at €51 billion in 2014, and Canada has seen record prices at auction.   Many collectors are ...