Text Box:             Advisors’ Advantage

Other Charitable Giving News

Volume 2, Issue 1, March 2009

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The Community Foundation of Ottawa wishes to thank our network of professional advisors for your many client referrals over the last year. Your support is sincerely appreciated by the entire community.

The Foundation is available for one-on-one or group meetings to describe how we work as philanthropic advisors to our donors. To make an appointment, or if you have any questions or comments, email Bibi Patel or call 613-236-1616 ext. 226.

It’s been five years since community foundations struck a unique alliance with BMO Financial Group, and nowhere are the fruits of that partnership more apparent than in Ottawa.

Working with BMO’s Advisors and Clients:
An Ottawa Success Story

Foundation Leadership News
The Board of Governors is
delighted to congratulate
Barbara McInnes, President & CEO of the Community Foundation of Ottawa, on her appointment to the Order of Canada.
More Details

We are also pleased to announce that Scott Wilson is the new Chair of the Board of Governors, and we welcome three new Board members: Denis
Desautels
, CFO Treasurer;
Allison Fisher; and Nishith Goel.

 

Text Box: CFO Updates

Estate Tax Update

By Nadja Ibrahim and Beth Webel, PricewaterhouseCoopers LLB

Cross-border estate planning: Effect of Fifth Protocol to the Canada-U.S. Income Tax Treaty.

An e-newsletter produced by the Community Foundation of Ottawa for its circle of Professional Advisors

Donors waiting for just the right time to donate
their stocks to charity will be waiting a long time and instead
should focus on a longer-term “investor” approach to giving, according to a recent press release from TD Waterhouse.

Market Volatility Calls for Long-term Approach to Donating Securities
Association of Fundraising Professionals