Here is a sampling of the ways The Mactaggart Team* assists clients to support the causes they care about while implementing smart investment strategies. We help our investors to plan and execute these advantageous modes of charitable giving.

The Guelph Community Foundation

Like every city, Guelph holds a repository to allow local charities to pool their investments. This repository is called the Guelph Community Foundation and The Mactaggart Team* is proud to manage its assets.

This Foundation enables investors to set up a fund and specify what charities will benefit. They can also identify the charity that will become the beneficiary should their first choice cease to exist or fail to satisfy their standards. The Foundation acts like an intermediary to facilitate flexibility — investors are able to earmark their desired charity without the decision being irrevocable.

Flow-Through Investing

When the 2006 Federal Budget eliminated capital gains tax on shares given to federally recognized charities, it enabled flow-through investors to support speculative business ventures, donate the proceeds to charity, and still manage to keep money in their pockets thanks to tax savings.