Stop Overpaying Your Taxes: Give to Charity Instead with Flow-Through Shares
Today, Eric sits down with Albert Labelle, partner at PearTree and a pro in strategic philanthropy.
Albert breaks down flow-through shares—a powerful but often overlooked tax strategy that can help small business owners and individuals boost their charitable giving while lowering after-tax costs. They dive into how flow-through shares work, the tax advantages for Canadian donors, and how PearTree helps make it all happen. Albert also clears up common concerns around compliance and explains how to spot legitimate donation strategies.
If you’re looking to give smarter and make a bigger impact, this episode’s for you.
00:00 Intro
00:51 Meet Albert Labelle
02:17 What are Charity Flow-Through Shares?
02:56 Donating Appreciated Securities
04:38 PearTree’s Role in Changing the Game
06:42 Tax Benefits Explained
09:57 How to Donate with PearTree
15:16 Compliance & Risk
23:24 Alternative Minimum Tax Strategies
39:56 Wrap-Up & Resources
Albert Labelle, MFA-P, Partner, PearTree Canada
https://www.linkedin.com/in/albertlabellejr/
https://peartreefinserv.com
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