Episode Summary
Host Mark Therriault is joined by Margaret Mason, a lawyer with 35 years of experience advising donors, charities and other tax-exempt organizations and their boards.
Mark and Margaret discuss the similarities and differences between donor-advised funds and foundations and how to create giving strategies for individual families. Margaret also shares invaluable insights on the importance of timing when it comes to giving, the variety of services that provide assistance to donors, what you should consider with regards to due-diligence when looking to give to charities, and what you need to know about tax benefits.
Episode Featured on:
The Wealth Exchange
The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.
Guest Bio
Margaret Mason
Margaret Mason is a charities lawyer with more than 30 years of experience advising donors, charities and other tax-exempt organizations and their boards, often on highly sensitive and complex matters. In addition to advising on gift plans, incorporations, charitable registration, governance, fundraising and Canada Revenue Agency audit matters, she helps clients consider operational structures that allow them to navigate complex legal and regulatory environments particularly regarding the creation of multi-use affordable housing projects, social enterprises and international development.
For her full bio, visit: NortonRoseFulbright.com/en-ca/people/128925
About The Host - Mark Therriault
Mark is the Financial Advisor and partner of Nicola Wealth — and your host for The Wealth Exchange podcast.
As a member of the Nicola Wealth Planning Team since 2006, Mark has become his clients’ trusted advisor. He prides himself on providing an exceptional experience to his clients while quarterbacking their financial affairs.
For his full bio, visit: nicolawealth.com/Our-Team/Mark-Therriault
Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada.
