Presentation – Charitable Giving: Donating Appreciated Securities

Date posted: September 22, 2021

Our wonderful sponsors Graham Isenegger and Neil Chappell of the Blue Heron Advisory Group of CIBC Wood Gundy will present on the benefits associated with the gifting of appreciated securities. The Canadian government provides a number of tax incentives designed to encourage charitable donations and, in recent years, has introduced new legislation that provides Canadians with additional tax advantages when they make a donation to charity. This presentation will explore charitable giving and the tax incentives to give.

Attend your choice of one of the two half-hour sessions on Thursday, October 7 at 11 am or 7 pm.

These presentations will be on Microsoft Teams. If you are connecting through your laptop or desktop, you will be able to join this meeting through your web browser.

Microsoft Teams is CIBC’s selected secure meeting solution for video conferencing. If you are connecting through your laptop or desktop, you will be able to join this meeting through your web browser. If you are connecting through a mobile device, you can download the Teams app to your device.

For further information or technical assistance, please contact Hanna Kent of Blue Heron Advisory Group at 250-361-2292; Hanna.Kent@cibc.com