Canada-U.S. Cross-Border Giving Considerations
Marly Peikes
November 10, 2026
For clients with ties to both sides of the Canada-U.S. border, thoughtfully structuring charitable gifts can enhance tax efficiency and maximize a person’s legacy. It is not uncommon for a Canadian to have ties to the U.S. through work, family, education, property, travel or otherwise. The same applies for U.S.