Social Impact Newsletter

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May 31, 2023

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Charitable donations by an estate and “substituted property”

Darren Lund, Andrew Rodrigues

In a previous article,[1] we discussed amendments to the Income Tax Act (Canada) (the “Act”), enacted in 2015, that significantly changed the rules for testamentary charitable gifts made in 2016 and future tax years. One of the requirements introduced as...

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Alberta’s revised Trustee Act: Implications for charities and non-profits

Kristina Roberts

Alberta’s Trustee Act was recently overhauled and revised. Bill 12, which revised the original act, received Royal Assent on April 29, 2022 and came into force on February 1, 2023 (the “Act” or the “New Act”). The Act attempts to...

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