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Viewpoints about Donation
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Using Series T for income now and charitable donations later
Giving to charity and saving on taxes both feel good. And a Series T fund can provide tax-efficient income now, and a tax effective way to donate in the future.
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Giving more for less – maximize donations to charities
Instead of donating cash to a charity, borrow to invest. You'll significantly increase the amount of your donation, and also enjoy significant tax savings.
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Corporate Class Mutual Funds: Corporate Donation
Case Study: Manulife’s corporate class mutual funds with Series T payment option provide both tax-efficient income and a tax-efficient way to donate to charity.
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Quebec edition: Common Wealth Transfer Mistakes¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Minimizing taxes on death
Nobody likes to think about their death and pay more tax than they have to. But, with a little planning you can minimize the taxes your estate might pay at death.
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