Women and men equally likely to include charity in estate plans, Nonprofit Times, Nov. 2009
Gender does not generally predict whether someone who donates to charity is likely to leave a charitable bequest in their will. More details

Estate Gifts by Will—Bequests The Community Foundations of Canada’s Professional Advisor E-Resource can help you help your clients to leave a lasting legacy. More Details

Canada’s Non-profit Sector: Big, growing, important by Michael Shapcott, Wellesley Institute, Dec. 2009 Canada’s not-profit sector has passed the vital $100 billion mark—measuring the overall contribution to GDP. More details

Other Charitable Giving News

Volume 3, Issue 1, Spring 2010

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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.

Ann Diamond is a singularly determined and independent woman who knows her own mind. As with everything else she does, Ann approaches her philanthropy with thought and
rigour.

Community Foundation donor makes charitable giving a priority both during and after her lifetime, thanks to estate lawyer’s referral

The Board of Governors of the Community Foundation recently approved a new
Finance and Audit Committee, replacing the former Audit Committee. The new committee’s mandate is to monitor the organization’s overall financial health and risk management.

Members, comprising both previous and new experts in the area, include: Chair, Denis Desautels (Board Treasurer); Robin Madigan; David Mason; Paul Rattray; and Paul Sibué.

The Community Foundation of Ottawa is also pleased to
welcome Tessa Hebb to the Investment Committee. Tessa joined the committee at the beginning of 2010.

CFO Updates

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

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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.

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Charitable giving is an integral part of the financial and estate planning strategy many individuals develop. While the tax benefits associated with charitable donations are generally secondary reasons for giving, it is important to recognize how the nature of the donated asset and the timing of the donation can maximize the tax savings related to these gifts.

Enhancing the tax benefits of charitable giving—Donation of flow-through shares and lifetime giving, Wealth and Tax Matters, Autumn 2009, re-published courtesy of PricewaterhouseCoopers

Ann Diamond