Smith Falconer Financial Group
October 04, 2023
Presenting Kate Lazier of CIBC Philanthropy and Legacy Planning
Smith Falconer Financial Group (SFFG) is committed to supporting you in making extraordinary contributions to society through philanthropy and are always here to provide guidance in doing so.
Working closely with our CIBC Tax and Estate Planning partners, we assist you in benefitting what is most important to you. We support individual donors, family foundations, donor-advised funds, as well as national charitable institutions. Our team expert, Lira Lamaca, leads stock donation programs for Centre for Addiction and Mental Health Foundation, The Princess Margaret Cancer Foundation, and The Children’s Aid Foundation of Canada.
The 2023 Federal Budget proposed changes to the capital gains treatment of gifted shares in Alternative Minimum Tax (AMT). Currently, the government eliminates the capital gains tax that Canadians are required to pay on dispositions of securities that have appreciated in value.
This month’s article speaks to several changes on how donations may be taxes in 2024, including the inclusion in the AMT calculation of 30% of capital gains on publicly listed securities that are donated in kind.
We invite you to join us along with Kate Lazier, CIBC Director of Philanthropy and Legacy Planning, for an exclusive event focused on charitable giving, on October 24 at 4pm ET (on Zoom!). Please register here!
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