Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss the tax-related aspects of giving. With three decades of experience in financial planning, tax, and accounting, Cynthia highlights potential tax advantages and provides guidance on how to integrate charitable giving into your overall financial planning.

Highlights of the session include:

01:37:  Why People Give & Tax Benefits
07:02:  Deciding on How Much to Give
11:13:  Benefits of Donating Appreciated Securities
12:36:  Donor-Advised Funds vs. Private Foundations
17:20:  Potential Changes to Alternative Minimum Tax (AMT)

For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited and includes figures for additional clarity.


 

 

jessie-bobinski

Jessie Bobinski, CFA, CFP

Vice President, Investment Counsellor

Burgundy Asset Management

Cynthia Kett

Cynthia Kett

Principal

Stewart & Kett Financial Advisors Inc.

Additional Resources

Burgundy Legacy Foundation Logo

Burgundy Legacy Foundation

Learn more about the BLF and its donor-advised fund offering

Browse now

A forest of trees

Selecting the Right Charitable Giving Vehicle

Private foundations vs. donor-advised funds

View more

Collage of articles from Burgundy's Views and Insights

Views & Insights: Philanthropy

Browse our collection of philanthropy thought pieces

View all


This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.