Oberon Capital - Philanthropic Tax Planning

Real Benefits.
Real Impact.

Oberon has facilitated over CAD$1.6 billion of Charity Flow-Through (“CFT”) financings over the last 15 years, significantly enhancing its clients’ giving power and transforming the lives of the people they support.

Oberon has managed over CAD$450 million in donations by senior Canadian philanthropists to registered charities across Canada. Our trusted CFT model significantly reduces the after-tax cost of giving, allowing donors to increase and accelerate their gifting to charities of their choice.

Oberon’s CFT product is a proven format for major donors to give individually or corporately, through either an operating or holding company, in the most efficient manner possible.

How it Works

Step 1

Donors buy flow-through shares to access their tax benefits

Step 2

Donors gift the shares to the Canadian charity of their choice

Step 3

Charities immediately sell the shares to an institutional or strategic investor

Benefits

Reduces the after-tax cost of giving for Canadian philanthropists leading to enhanced and accelerated gifting

Increases access to capital for natural resource companies exploring and developing in Canada

Reduces dilution for natural resource companies, as flow-through shares are issued at a premium to market

Multiplies investments, with up to $2.00 of capital raised for every $1.00 invested by global institutions and family offices

Expands employment opportunities in remote northern Canadian resource communities

Recent Transactions:

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Explore Next:

Tax Planning

Oberon assists Canadian philanthropists in expanding and accelerating their gifting and its trusted Charity Flow-Through financing model also helps individuals and Canadian private corporations with their specific tax planning goals.

Learn More

Flow-Through Financing 101

The Canadian Flow-Through Share tax regime was established in the 1970s to promote exploration investment in Canada. Learn more about how Resource issuers can “flow-through” eligible exploration expenses to the first subscribers of these common shares.