Is a Legacy Plan only for People with Kids?

Is a Legacy Plan only for People with Kids?

I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...
Seasons of Giving – The Philanthropy Planning Cycle

Seasons of Giving – The Philanthropy Planning Cycle

There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...
Earth Day and Transformative Giving

Earth Day and Transformative Giving

There are always hot-topics and elephants when it comes to strategic philanthropy. Hot topics might be the conversations on operational effectiveness like the cost of overhead and administration, the rate of staff-turnover; or they might be issue based like climate...

Transformational Giving – Creating a Living Legacy

In the Spring 2019 issue of the Stanford Social Innovation Review there is a segment on making “Big Bets.” Unleashing Big Bets for Social Change focuses on how harnessing the nearly $9Trillion of worldwide private wealth can transform the face of our communities. The...