Blog // Category Archives: Blog

In the Spring 2019 issue of the Stanford Social Innovation Review there is a segment […]

Women’s roles in philanthropy have evolved over time from sisterhood groups of biblical times to Victorian England’s Benevolent Aid Societies, which were the first documented organized women’s groups focusing on volunteerism and charity.

They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning and establishing a living legacy that can be an emotional comfort for your friends, family and community upon your passing.

A private foundation is more than just an entity that allows you to make donations to qualified donees. It is a legal structure and an operating corporation. Having a formal structure around your giving, like a private foundation, is just like having a business. The motivations for setting up these types of organizations range from purely altruistic to more technical as part of a tax planning solution. When looking at it from an altruistic perspective, it might be established as a tool to bring family members together, an entity to strengthen a corporate or family brand in a community or a financing solution to a complex social problem. This blog post explores the pitfalls of private foundations.

Philanthropy 3.0 Reading List and New Year’s Resolutions

Each year we post a list of the charities that our clients supported. These are […]

#GivingTuesday Global Day of Giving, November 27, 2018   Calgary, Alberta – Since 2013, #GivingTuesday, […]