Monday, August 25, 2008

Private securities 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 this installment of our miniseries about the legal side of planned giving, Adam Aptowitzer, a lawyer with the Ottawa-based law firm Drache LLP, explains what a private security is, the benefits of donating securities to charity, and the tax pitfalls you should be aware of.

Private securities as a planned giving option (MP3)