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Donating Employee Stock Options

Date: September 18, 2013 Author: aque Categories: Latest News

Autumn usually sees an increase in employee stock option activity. The reason is deadlines. Public companies have fixed “windows” when options can be exercised by executives. Moreover, options have terms; they expire if they are not exercised. While stock options can generate a significant spike in compensation, they may also trigger a large tax event. If the executive has charitable intent, these circumstances are often an opportunity for charitable giving and significant tax savings. A...

Charitable Bequest Risk Factors

Date: August 20, 2013 Author: aque Categories: Latest News

A bequest to charity is considered to be a straightforward process. The will stipulates the correct legal name of the charity and the amount (or percentage) to be donated – and then it’s done. But there are other considerations that help ensure the gift achieves its intended purpose. At Aqueduct Foundation we discuss three “risks” with estate donors to assess if a legacy donor advised fund would improve the planning of the gift.  The three “risk” factors are as...

The Overhead Myth

Date: June 13, 2013 Author: aque Categories: Latest News

As a grantor Aqueduct Foundation is often asked to comment on the overhead of charities. Understanding the efficiency of charities is an important question, but, in our view, fundraising and administrative costs are not the primary factors that grantors/donors should consider. We were delighted to see a short statement on the “overhead myth” by the heads of the three largest charity evaluation organizations in the U.S.A that was released recently. Below is the heart of the letter: [Read...

Aqueduct Foundation's Malcolm Burrows in Reuters

Date: February 7, 2013 Author: aque Categories: Latest News

Canada wealth managers see growth in philanthropic advice By Andrea Hopkins Reuters Canada - Gina McDonnell's ancestors ran the family's diverse charitable foundation for two generations before a retiring uncle turned to the Bank of Nova Scotia for help. For the past 20 years, the bank's Scotia Trust and Scotia Asset Management units have done everything from managing the assets and sorting through grants to ensuring compliance and providing independent auditors. They even host...

Bequests With Purpose

Date: February 1, 2013 Author: aque Categories: Latest News

At Aqueduct Foundation, donors are increasingly naming charitable purposes rather than individual charities in the deeds of their personal foundation or donor advised fund. This is particularly true with legacy funds, which are planned today and funded in the future, typically with a gift by will or bequest. There are a variety of reasons for specifying charitable purposes. They range from the immediate and practical to the long-term and strategic. Here are three we have encountered: 1....


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