Wills and charitable bequests as a planned giving option

One of the most popular forms of a planned gift is a charitable bequest. But often charities don't fully understand the legalities involved in accepting a bequest. 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, outlines what to expect in the way of taxes, what steps you should take if your charity is named in a will, and how to turn down a charitable bequest.

Wills and charitable bequests as a planned giving option (MP3)

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)

RRSPs 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, weighs in on whether or not it is a good idea to donate your RRSPs to charity, the tax consequences upon doing so, and the complications a charity may face when accepting RRSPs.

RRSPs as a planned giving option (MP3)

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)

Charitable remainder trusts 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 a charitable remainder trust (CRT) is, how CRTs are used in tax planning, and how donors can get tax credits now for shares donated after death.

Charitable remainder trusts as a planned giving option (MP3)

Life insurance 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 new 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 the advantages of life insurance as a planned gift, when receipts can be issued for such a gift, and the different types of life insurance policies that are currently available.

Life insurance as a planned giving option (MP3)

Art donations 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 how art is appraised for tax receipt purposes, the advantages of lending art to a charity, and the special considerations for Canadian art.

Art donations as a planned giving option (MP3)