STOCKS & SECURITIES
Have You Considered Making a Gift
of Listed Securities?
Is a gift of Listed Securities right for you? Learn more
Are you ready to make a gift of Listed Securities?
Download our transfer forms for more information and step-by-step instructions. If you need assistance or have questions, please contact Jessica Roback, via telephone 613 875 9605 or email jroback@ottawaheart.ca. All conversations are confidential.
What is Alternative Minimum Tax (AMT), and why should some donors be worried about it?
There will be potential changes to the AMT starting on January 1, 2024.These updates may impact the rate at which charitable gifts will be taxed, specifically gifts of securities. New legislation may increase the need for donors to obtain professional advice.
Learn more about this latest development and how you can still make your philanthropic plans this year.
Moderator:
Lianne Laing
V.P. Philanthropy, UOHI
President, Foundation
Contributors:
Paul Labarge, C.M
Founding Partner of LaBarge Weinstein LLP, Former Chair, UOHI
Ian W. Hendry, FCPA, FCA, TEP
Founding Partner, Hendry Warren LLP, (Retired) Chartered Professional Accountants
Watch now on the Heart Institute Youtube channel
For further advice, please contact: info@hwllp.ca