Text Box:             Advisors’ Advantage

Tax Expert: Ottawa could make it easier to donate
property
, Financial Post, Sept. 18, 2009
Canada should kill the capital gains tax on donations of appreciated real estate and private company shares to charity, says a recently released study by the C.D. Howe Institute. More details

Getting Clients to Focus on Philanthropic Goals, Forbes, Sept. 9, 2009
Thinking strategically about philanthropy helps wealthy clients see the big picture and forge stronger bonds with their adviser. More details

PAN-ning for Philanthropists’ Gold, Investment News, June 2009
New advisor groups eye networking with donors, like-minded peers.
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Other Charitable Giving News

Volume 2, Issue 3, Nov. 2009

On Tuesday, October 20, the Community Foundation of Ottawa hosted Checkup 2009. Learn about the event and read lawyer John E. Johnson’s feedback on the first public discussion of  issues raised in this year’s Ottawa’s Vital Signs report.

Checkup 2009: A Community Conversation attracts and inspires a diverse array of local residents

New Professional
Advisors EResource
Community foundations launch essential new
resource tool for professional advisors.

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Year-End Donations
Deadline information for donors wishing to receive a 2009 tax receipt is now available on the Community Foundation website.
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Text Box: CFO Updates

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

A soft economy notwithstanding, clients want advisors to help them keep charitable commitments.

Good Causes, Advisors’ Edge, July 2009

John E. Johnson, Nelligan O’Brien Payne

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.

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