Gifting Investments
Planning a legacy gift to a favorite charity is a tribute to family and community. The decision is emotional, with financial and historical consequences that can last for generations. Deciding what kind of gift, when to give, and how much to give can be exhausting, and to do it successfully requires comprehensive tax and estate planning. This module is designed to address these issues by introducing the benefits of donating appreciated property, specifically appreciated securities.
Pricing
| Standard Course Price | $69 |
Course Information
COURSE DETAILS
| Delivery | Online |
| Language | English |
| Suggested study time | 3 hours |
| Enrolment period | 1 year |
| Practice exam | No |
Click here!Have questions?
WHO SHOULD ENROL
- Insurance Professionals
- Financial Advisors
- Financial Planners
- Any Trusted Advisor
EXAM DETAILS
| Format | Online unproctored exam |
| Time permitted | 30 minutes |
| Number of questions | 10 |
| Question format | Multiple choice |
| Passing grade | 60% |
| Attempts allowed | 3 |
Click here! CE Credit Matrix
WHAT WILL I LEARN
- What is the capital gains inclusion rate for gifts of securities?
- What are two key benefits to donating securities and why is this often better than donating cash from a tax perspective?
- What is a ‘qualifying foundation’?
- What are the two methods of donation employee stock options?
- What is the lifetime exemption on capital gains for Qualifying Small Business Corporations?
- How can flow through limited partnerships be used to improve the tax-efficiency of charitable donations?
- What options are available for private business owners to donate tax efficiently?
FAQs
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How do I get my exam results?Exam results for Computer-based Test Centre Proctored and Computer-based Online Proctored exams are available online within 2 business days following the exam if you have no outstanding fees.
Exam results for Online Unproctored exams are available immediately upon submission.
Exam results for Paper-based Proctored exams are available online within 3 to 5 business days if you have no outstanding fees.
When your grade has been released, you can access your exam results by logging into your IFSE account. Once you have logged in:
- Choose “My IFSE”
- Choose “Courses”
- Choose “Show me my Marks for this Course” (this link only appears when your results are available).
Do I need to register for an online unproctored exam?No, an online unproctored exam is an exam that is taken via www.ifse.ca. The exam is available 24/7 and may be completed from any location where there is internet access. You receive your grade immediately upon submission.
How do I take an online unproctored exam?You can access your online unproctored exam by logging into your IFSE account. Once you have logged in:
- Choose "Launch this Course".
- Once you launch the course, you can access your Examination or Assessment.
What is the cost to rewrite an online unproctored exam?There is no cost to re-write an online unproctored exam with the exception of the Labour Sponsored Investment Funds Course (LSIF), Canadian Deposits Self-Study Course offered by the Registered Deposit Brokers Association (RDBA) and the 90 Day Training Course (3 attempts allowed for each of the 9 case study exams). Click here to view the cost to re-write the online exam for these courses. You must contact us to pay the re-write fee. Once the re-write fee is paid, IFSE will reset your exam.
What happens if my computer crashes during an online unproctored exam?IFSE Institute cannot be held responsible for technical problems that you experience with your equipment or internet service. You can check out the user requirements here.
