In The News

Karma & Cents guest appearances and more

Podcast:

To Donate or Not To Donate…

March 27th, 2025 – CBC

Donating a collection isn’t a typical in-kind contribution. This Purposeful Planning Institute podcast explores the in’s and out’s of donating artifacts and collectables in North America.

Article:

Museums are running out of storage. Donations may be making it worse

Feb 1st, 2025 – CBC

A recent explosion of art donations risks overcrowding, improper care of art institutions’ collections

Podcast:

“When Money Beats Monet, CBC Cost of Living”

Jan 15th, 2025 – CBC

Too many donations and not enough space has Canada’s art galleries and museums overflowing with stuff — and finding a place to put it all ain’t cheap. Producer Danielle Nerman looks at who ends up paying.

Article:

A Trust-Based Model for Indigenous Grantmaking

Aug. 5th, 2024 – Stanford Social Innovation Review

Showing up for reconciliation by building community and broadening our mandate as funders. This article showcases how, as Philanthropy Advisors, we work with community leaders to integrate the Truth & Reconciliation calls to action into a family foundation’s grantmaking protocols.

Podcast:

Legacy Builders: Business of Philanthropy

Sept. 1th, 2023

Podcast about the business of philanthropy and how it’s not just about giving money away. We cover topics ranging from system design, to legacy planning to the intersections of charity and politics.

Article:

Making a Difference in Healthcare: Douglas Hunter and Family

January 6th, 2023 – Canadian Family Offices

The Hunter Family Foundation has taken on a system-level task to drive changes in Canada’s Mental Health sector. In mid-2022 alongside other funders, government bodies, business owners, charities and social enterprises, the Hunter Family Foundation launched Converge Mental Health Coalition. This article highlights how the family is undertaking this challenge and the role that venture philanthropy plays in the Hunter Family Foundation.

Article:

“Why Nobody Gets the Tax Benefit when You Donate at the Checkout”

July 24th, 2022 – CBC

Follow-up article to the CBC’s Cost of Living episode on Checkout Philanthropy.

white male making purchase a grocery store checkout

Interview:

“Cost of Living: Charity at the Checkout”

July 3rd, 2022 – CBC Cost of Living,

A discussion with Danielle Nerman Producer of The Cost of Living on CBC on Checkout Philanthropy. You order a coffee and you give a loonie to a children’s foundation, or a toonie to a food bank at the grocery store. We’re often asked at the checkout counter to give money to charity — but is it a good deal for those charities? And who gets the tax receipt?

Black and white CBC Listen logo Click here to listen to the interview.

Article:

“How to Maximize the Impact of Giving to the Ukraine”

March 30th, 2022 – Globe & Mail

Giving to organizations operating in the Ukraine can be more than aid to the Red Cross. In this Globe & Mail article, our partners at West Oak Family Office share how we support their clients’ decision making around where and how to give to organizations operating in Ukraine.

Video:

The Right to Eat Right – A Client’s Journey in Venture Philanthropy & Impact Investing

March 3rd, 2022 – Forthlane Family Office, Toronto Ontario

Zai Mamdani, the funder behind the YYC Food Security Fund shares her personal journey as she uncovered the complexities of our food system and the role that both traditional philanthropy and investments can play in solving some of the complex problems in the food chain.

Press Release:

Show me the Money – Why Financial Metrics are not all They are Cracked up to be when Evaluating a Charity

Nov. 23th, 2020

Family Enterprise Advisors Share Insights on Charitable Giving Strategies

Oct. 16th, 2020 – Globe & Mail

Photo by fauxels from Pexels

Interview:

“Canada’s Charitable Sector is Broken”

July 13th, 2020 – QR77

An analysis on the WE Charity relationship with Trudeau and the Canadian Federal Government funding allocation.

In an interview with Angela Kokott on CHQR770 dives into how Canada’s charitable sector is designed and how this played into the WE Charity – Trudeau scandal, what Canadians can learn from this and suggestions on how we, as donors into this system can do better.

Click here to listen to the interview.

Article:

Stiftung & Sponsoring: Das Magazin for Nonprofit – Management und-Marketing

June, 2020

More Trust, Collaboration & Money: Is COVID-19 Changing Philanthropy in North America for the Long-Run?

Covid-19 Press Release

Commentary:

“Canada’s Charitable Sector is Broken”

June/July 2020 – Foundation Magazine

In this issue of Foundation Magazine we expand on the reasons why and how Canada’s charitable sector is broken. We also provide questions to consider in an effort to strengthen the sector and the relationships between funders and grantees.

“Speak up, I can’t hear you!”

What is family foundation governance and why do we need it?

Multi-aged family holding hands at sunset

On page 48 of Foundation Magazine, this long-form article explores the challenges and opportunities facing multi-generational family foundation governance and leadership.

Click here to read the article

Press Release:

Four Stages of Crisis Philanthropy

March 24th, 2020

Philanthropy’s Response to COVID-19

Covid-19 Press Release

Podcast:

All in the Family: The State of Family Giving as the Next Generation Takes the Torch

A panel discussion with Dr. Sharilyn Hale, Ben Fortier (Deboski & Co) and Gena Rotstein moderated by Vincent Duckworth.

Click here to listen to the podcast – Jan. 9, 2020

Podcast:

The Future of Charities

In this episode, Adam Aptowitzer, Partner at Drache Aptowitzer LLP leads a discussion on how philanthropy is changing and how the charity field can shift to accommodate the new perspectives and trends.

Click here to listen to the podcast – Jan. 15, 2020

Video:

CBC – Radio Canada: Les organismes de charité à l’ère de la transparence

Plant growing out of a mason jar filled with pennies

Les organismes de charité redoublent d’ardeur à la fin de l’année pour récolter le plus de dons possible. Cette compétition est d’autant plus féroce que les dons des Canadiens n’augmentent pas au même rythme que la population ces dernières années, selon le groupe CanaDon. Et cette surenchère peut décourager des donateurs constamment sollicités, qui voudraient parfois donner autrement

Click here to watch video – Dec. 28, 2018

Podcast:

All’s Well that Ends Well

In this episode of Prosper the Podcast produced by Advisors Edge, Bruce Sellery, leads a discussion on how advisors can integrate strategic philanthropy in their clients’ wealth planning. Starting at minute 17:28, Bruce and Gena dive into how philanthropy advisors work on a multi-disciplinary team and how the inter-generational wealth transfer is impacting wealth planning and the advisor-client relationship.