Building Business Workshop - Beyond Cash: Using Flow through shares to Maximize Your Charitable Giving

Beyond Cash: Using Flow through shares to Maximize Your Charitable Giving

Charitable giving does not always have to mean writing a cheque. Join us for the next Building Social Purpose Workshop as Danny Mah from Pear Tree explores how assets, specifically flow-through shares, can be used to support charitable organizations while creating potential tax advantages for donors.

This practical session will introduce how flow-through share donations work, who they may be appropriate for, and how donors, nonprofit leaders, fundraisers, business owners, and professional advisors can better understand this approach to philanthropy. Whether you work in the charitable sector or are simply interested in learning more about tax-smart ways to give, this session is open to everyone.

Danny joined PearTree in 2015. Danny is a capital markets professional with 30 years of energy investment banking experience.
 
He joined BMO Capital Markets investment banking group in Calgary in 1996 and spent 12 years before moving to Clarus Securities Inc., where he was responsible for energy investment banking. Throughout his career, Danny has covered companies in the oil and gas, renewable energy, oilfield service, midstream and pipeline sectors. He has been involved in a multitude of equity and debt financings, ranging in size from $2 million to $1.7 billion. He has also structured several flow through limited partnerships and provided advice on numerous mergers and acquisitions.