Charitable giving has increased dramatically over the last 25 years, fueled by demographics and tax incentives.
Join nationally known Philanthropic Advisor Malcolm Burrows as he examines new trends in charitable giving, estate planning incentives and the mindset of the altruistic client.
Malcolm Burrows | Head, Philanthropic Advisory Services
Scotia Wealth Management / Scotiatrust
Malcolm is a philanthropic advisor with 31 years of experience, including 14 years with three Toronto charities. He founded and leads Aqueduct Foundation, a public foundation with donor advised funds operated by Scotia Wealth Management. He is head of Scotia Wealth Management’s 100-year-old private foundation services practice.
Malcolm is an active educator, writer and volunteer in the charitable sector. Through the Canadian Association of Gift Planners, he has contributed to the development of new charitable tax incentives, including the elimination of capital gains on gifts of public securities and the “estate donation” rules. His proposal for gifts of private securities and taxable real estate published by C.D. Howe Institute was included in 2015 Federal Budget.
Malcolm is an active volunteer in the charitable sector. Currently, he is Past-President of The Muttart Foundation, an Edmonton-based private foundation, member of the Indigenous and Canadian Curatorial Committee at the Art Gallery of Ontario, and director of Canada Helps. Previously, he served on CRA’s Charities Directorate Technical Issues Working Group, was Co-Editor of The Philanthropist, and a director of both the Canadian and Spanish sections of Doctors Without Borders.
Registration $15 - Limited complimentary registration for first-time guests.
No charge for EPC Canada Members.
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