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DTSTART:20260528T120000
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UID:CiviCRM_EventID_1680_4f6505a8ff90453d72de47b323eb309e@www.cagp-acpdp.org/fr
SUMMARY:Tax-Efficient Charitable Giving
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\n \n Glenn will review some tax-eff
icient charitable giving strategies using donation
s of appreciated shares. He will highlight how RRI
F withdrawals are fully taxable and how donors are
looking for ways to pay less taxes. Glenn will s
hare his latest strategy for transferring shares t
o charities or a Donor Advised Fund (DAF) without
taxes on the share gifts. This allows the donor t
o withdraw funds from the RRIF without paying taxe
s\, and then use a Donor Advised Fund (DAF) portfo
lio to make larger charitable gifts with greater i
mpact. The discussion focuses on coordinating the
se steps to maximize philanthropic impact while im
proving tax efficiency\, leading to bigger\, bette
r gifts with smart tax planning.
\n
\n
Glenn Stewardson is an author\, speaker\, Certifie
d Financial Planner (CFP®)\, and financial educato
r specializing in charitable and retirement tax pl
anning. Over the past 30 years\, he has helped ent
repreneurs\, professionals\, and retirees develop
tax-efficient strategies that redirect “social cap
ital” toward philanthropic causes and joyful retir
ement goals. Glenn is the author of 3 books\, incl
uding his latest\, Your Joyful Retirement\, which
features many stories about donor gifts and their
impact. Glenn currently serves as Chair of the Can
adian Association of Gift Planners in Atlantic Can
ada. His work has helped inspire more than $23 mil
lion in charitable gifts across Nova Scotia over t
he past decade.
DESCRIPTION:\n \n \n \n Glenn will review some tax-efficient c
haritable giving strategies using donations of app
reciated shares. He will highlight how RRIF withdr
awals are fully taxable and how donors are looking
for ways to pay less taxes. Glenn will share his
latest strategy for transferring shares to charit
ies or a Donor Advised Fund (DAF) without taxes on
the share gifts. This allows the donor to withdr
aw funds from the RRIF without paying taxes\, and
then use a Donor Advised Fund (DAF) portfolio to m
ake larger charitable gifts with greater impact.
The discussion focuses on coordinating these steps
to maximize philanthropic impact while improving
tax efficiency\, leading to bigger\, better gifts
with smart tax planning.\n \n \n \n Glenn Stewards
on is an author\, speaker\, Certified Financial Pl
anner (CFP®)\, and financial educator specializing
in charitable and retirement tax planning. Over t
he past 30 years\, he has helped entrepreneurs\, p
rofessionals\, and retirees develop tax-efficient
strategies that redirect “social capital” toward p
hilanthropic causes and joyful retirement goals. G
lenn is the author of 3 books\, including his late
st\, Your Joyful Retirement\, which features many
stories about donor gifts and their impact. Glenn
currently serves as Chair of the Canadian Associat
ion of Gift Planners in Atlantic Canada. His work
has helped inspire more than $23 million in charit
able gifts across Nova Scotia over the past decade
.\n \n
CATEGORIES:Chapter Event
CALSCALE:GREGORIAN
DTSTAMP;TZID=America/New_York:20260528T120000
DTSTART;TZID=America/New_York:20260528T120000
DTEND;TZID=America/New_York:20260528T130000
LOCATION:Online - Atlantic Canada\n NS\n Canada\n
URL:https://www.cagp-acpdp.org/fr/civicrm/event/info?reset=1&id=1680
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