Monday, May 12, 2008

Flow-through shares as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a lawyer with the Ottawa-based law firm Drache LLP, offers advice on accepting and giving planned gifts. In this installment, he explains what flow-through shares are, how they can be used in tax planning, and how charities can benefit from gifts of flow-through shares.

Flow-through shares as a planned giving option (MP3)