ATB Wealth Planned Philanthropic Giving Guide

Get the guide

A comprehensive guide for anyone contemplating meaningful charitable giving


Well-structured planned giving can result in both an increase in the amount of much needed dollars for charitable organizations to carry on their work and more meaningful tax relief for donors.


This guide outlines:

  • What types of gifts qualify as donations eligible for charitable tax credits.
  • Tax treatment of eligible donations for both personal and corporate donors, including testamentary donations.
  • Nine different and unique philanthropic giving strategies for donors to consider when moving past charity and into philanthropy.


Are you currently making annual charitable donations of approximately $5,000 or more? Or, planning to do so as part of your long-term financial goals? Do you intend to include charitable donations as part of your estate plan?

If so, this free downloadable guide provides potential opportunities for strategic philanthropic giving that may be relevant to your situation.

The ATB Wealth Planned Philanthropic Giving Guide

A comprehensive guide for planned giving.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.

Chat now
ATB Virtual Assistant
The ATB Virtual Assistant doesn't support landscape mode. Please tilt your device vertically to portrait mode.