In partnership with WealthBridge
This year-end presentation, delivered in partnership with WealthBridge, was created to help community members better understand how charitable giving at the end of the year can be both values-driven and financially thoughtful.
As many people review their finances and reflect on the impact they want to make before year-end, the session focused on how Canada’s tax system encourages generosity and how individuals and families can structure donations in ways that support community organizations like SAAAC Autism Centre, while also being mindful of personal financial well-being.
Key Themes:
- Giving with intention at year-end
Year-end giving starts with reflection on values, family priorities, and causes that matter most. Tax considerations are tools to support generosity, not the reason for giving. - How charitable tax credits work in Canada
The session explained how donation tax credits reduce taxes owed and lower the true, after-tax cost of giving at year-end. - Looking beyond cash donations
While cash gifts remain important, other forms of giving can be especially effective at year-end, when people review investments or business income. - Donating investments and securities
Donating publicly traded securities before December 31 can eliminate capital gains tax and allow charities to receive the full value of the gift. - Corporate giving and donor-advised funds
Business owners learned how year-end corporate giving and donor-advised funds can offer flexibility and tax efficiency while supporting community impact. - Beyond year-end: legacy and planned giving
Year-end giving can also be a starting point for longer-term support through planned and legacy gifts.
Why this matters for SAAAC
Year-end support helps SAAAC Autism Centre plan ahead, sustain programs, and continue serving families across the community. Strategic gifts made at this time of year strengthen SAAAC’s ability to deliver inclusive, culturally responsive services now and into the future.