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X-WR-TIMEZONE:America/New_York
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TZID:America/New_York
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TZOFFSETFROM:-0500
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261118T073000
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BEGIN:VEVENT
UID:CiviCRM_EventID_1720_4f6505a8ff90453d72de47b323eb309e@www.cagp-acpdp.org/fr
SUMMARY:Covered Flow-Through Shares in the Post-AMT Era: W
 here Do They Fit in a Donor's Philanthropic Toolki
 t?
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE HTML PUBLIC
  "-//W3C//DTD HTML 3.2//EN"><html><body><p>For man
 y years\, gifts of publicly traded securities have
  been one of Canada's most effective and widely us
 ed charitable giving strategies. As charitable gif
 ting has evolved and recent tax changes have alter
 ed the planning landscape\, advisors\, charities\,
  and gift planners are taking a fresh look at how 
 various giving strategies work together to help do
 nors achieve their philanthropic objectives.<br />
 \n <br />\n One strategy generating increased disc
 ussion is covered flow-through shares. While often
  associated with tax planning\, covered flow-throu
 gh share donations can also provide an opportunity
  for certain donors to significantly increase thei
 r charitable impact. Importantly\, they are not a 
 replacement for gifts of publicly traded securitie
 s or other established giving strategies\, but rat
 her another tool that may be appropriate in specif
 ic circumstances.<br />\n <br />\n <br />\n This s
 ession will provide a practical\, non-technical ov
 erview of covered flow-through share donation stra
 tegies\, including how they work\, how donors acce
 ss them\, and the types of situations where they m
 ay warrant consideration. Particular attention wil
 l be given to comparing covered flow-through share
 s with more familiar charitable giving strategies\
 , including cash donations and gifts of publicly t
 raded securities\, and exploring where each approa
 ch may be most effective.<br />\n <br />\n <br />\
 n Rather than focusing on technical tax calculatio
 ns\, the discussion will emphasize donor suitabili
 ty\, practical planning considerations\, and oppor
 tunity recognition. Participants will gain a frame
 work for understanding where covered flow-through 
 shares fit within Canada's charitable giving lands
 cape\, how evolving tax rules have influenced char
 itable planning discussions\, and how to identify 
 opportunities for further exploration with donors 
 and their advisors.<br />\n <br />\n <br />\n Lear
 ning Objectives<br />\n <br />\n By the end of thi
 s session\, participants will be able to:<br />\n 
 <br />\n <br />\n · Understand the fundamentals of
  covered flow-through share donation strategies an
 d how donors access them.<br />\n <br />\n · Expla
 in where covered flow-through shares fit within Ca
 nada's broader charitable giving landscape.<br />\
 n <br />\n · Compare covered flow-through shares t
 o more traditional giving strategies\, including c
 ash donations and gifts of publicly traded securit
 ies.<br />\n <br />\n · Recognize how recent chang
 es to the tax environment have influenced charitab
 le planning discussions and donor decision-making.
 <br />\n <br />\n · Identify donor situations wher
 e covered flow-through shares may warrant consider
 ation and know when to engage specialized advisors
 .</p></body></html>
DESCRIPTION:For many years\, gifts of publicly traded securiti
 es have been one of Canada's most effective and wi
 dely used charitable giving strategies. As charita
 ble gifting has evolved and recent tax changes hav
 e altered the planning landscape\, advisors\, char
 ities\, and gift planners are taking a fresh look 
 at how various giving strategies work together to 
 help donors achieve their philanthropic objectives
 .\n \n \n \n One strategy generating increased dis
 cussion is covered flow-through shares. While ofte
 n associated with tax planning\, covered flow-thro
 ugh share donations can also provide an opportunit
 y for certain donors to significantly increase the
 ir charitable impact. Importantly\, they are not a
  replacement for gifts of publicly traded securiti
 es or other established giving strategies\, but ra
 ther another tool that may be appropriate in speci
 fic circumstances.\n \n \n \n \n \n This session w
 ill provide a practical\, non-technical overview o
 f covered flow-through share donation strategies\,
  including how they work\, how donors access them\
 , and the types of situations where they may warra
 nt consideration. Particular attention will be giv
 en to comparing covered flow-through shares with m
 ore familiar charitable giving strategies\, includ
 ing cash donations and gifts of publicly traded se
 curities\, and exploring where each approach may b
 e most effective.\n \n \n \n \n \n Rather than foc
 using on technical tax calculations\, the discussi
 on will emphasize donor suitability\, practical pl
 anning considerations\, and opportunity recognitio
 n. Participants will gain a framework for understa
 nding where covered flow-through shares fit within
  Canada's charitable giving landscape\, how evolvi
 ng tax rules have influenced charitable planning d
 iscussions\, and how to identify opportunities for
  further exploration with donors and their advisor
 s.\n \n \n \n \n \n Learning Objectives\n \n \n \n
  By the end of this session\, participants will be
  able to:\n \n \n \n \n \n · Understand the fundam
 entals of covered flow-through share donation stra
 tegies and how donors access them.\n \n \n \n · Ex
 plain where covered flow-through shares fit within
  Canada's broader charitable giving landscape.\n \
 n \n \n · Compare covered flow-through shares to m
 ore traditional giving strategies\, including cash
  donations and gifts of publicly traded securities
 .\n \n \n \n · Recognize how recent changes to the
  tax environment have influenced charitable planni
 ng discussions and donor decision-making.\n \n \n 
 \n · Identify donor situations where covered flow-
 through shares may warrant consideration and know 
 when to engage specialized advisors.\n \n 
CATEGORIES:Chapter Event
CALSCALE:GREGORIAN
DTSTAMP;TZID=America/New_York:20261118T073000
DTSTART;TZID=America/New_York:20261118T073000
DTEND;TZID=America/New_York:20261118T093000
LOCATION:Winnipeg Winter Club\n 200 River Ave\n Winnipeg\, 
 MB R3L 0B1\n Canada\n 
URL:https://www.cagp-acpdp.org/fr/civicrm/event/info?reset=1&id=1720
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