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Planned Giving and Charities (Tax)
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Overview
We advise our clients on planned giving, including the establishment of charitable organizations and public and private foundations. As long-time legal advisors to numerous local and national charities, we have expertise in:
- establishing and incorporating charitable trusts and corporations, both provincially and federally, whether as private family foundations or public institutions;
- advising on structuring planned giving on behalf of both institutions and clients who have made significant donations to charitable institutions in Canada and throughout the world;
- making submissions to governmental authorities on behalf of charities;
- representing clients who designate cultural gifts to the Canadian Cultural Property Export Review Board; and
- advising on major gifts of art