Illuminating Perspectives: DONOR EDUCATION SERIES

The Donor Education Series from Lexicon Financial Group provides free-to-use e-Learning modules, helping Canadians better support the nonprofit and charitable causes that are important to them.

  • Each course is divided into chapters and lessons, and may contain a combination of audio, video, and interactive components.

  • Learning modules automatically keep track of your progress.

  • Use the button at the top or bottom of each page to advance.

  • To view your progress at any time or to navigate to a different portion of the course, use the navigation bar (it resembles a bullet point list) at the top left.

  • This content is provided free. We will never ask for your personal information.

Course Library

the Donation Tax Credit

You will learn: Who can issue an official charitable donation gift receipt? How can charitable donations reduce your income tax? Using your tax savings to increase the amount of your donation.

Estimated completion time: 15 minutes

GIFTS OF APPRECIATED SECURITIES

You will learn: What is the difference between gifting cash to charity and gifting an appreciated asset, such as a stock, bond or mutual fund? How can these type of gifts further reduce your income tax?

Estimated completion time: 15 minutes

The opinions expressed are those of Craig Swistun and not necessarily those of Raymond James Investment Counsel which is a subsidiary of Raymond James Ltd. Statistics and factual data and other information presented are from sources believed to be reliable but their accuracy cannot be guaranteed. It is furnished on the basis and understanding that Raymond James is to be under no liability whatsoever in respect thereof. It is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters.

Tax and financial planning provided through Raymond James Financial Planning, a subsidiary of Raymond James Ltd.

The information provided in this seminar is for educational purposes only. The examples of specific outcomes that are provided are for informational purposes only and are not recommendations. All materials are provided as is without warranty. Although every precaution has been taken in the preparation of this material, Raymond James Investment Counsel assume no liability for errors and omissions.