Karma & Cents guest appearances and more


“Cost of Living: Charity at the Checkout”

CBC Cost of Living, July 3, 2022

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 logoClick here to listen to the interview.


Family Enterprise Advisors Share Insights on Charitable Giving Strategies

Globe & Mail, Oct. 16, 2020

Photo by fauxels from Pexels


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

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

June, 2020


Covid-19 Press Release

Press Release:

Four Stages of Crisis Philanthropy

Philanthropy’s Response to COVID-19

March 24, 2020

Kids in superhero costumes


Covid-19 Press Release


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.

Braintrust Philanthropy logo page with Podcast panel


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


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


Give for Generations – Philanthropy 3.0 video series

Blue and silver Give for Generations logo

In this first videoGena discusses some key concepts in working with socially responsible, entrepreneurial families.

The second video explores issues and opportunities facing the Rising Generation and how they are influencing the philanthropic sector.

In the third video we explore the topic of Family Conversations and creating a living legacy.


Donor Fatigue is Real! #GivingTuesday and Strategic Philanthropy

 Global News logo

 Click here to watch video – November 25, 2018

Podcast: Legacy Builders: Business of Philanthropy

Sept. 1, 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.

Title page image for Legacy Builders podcast with Cory Gagnon

Legacy Builders Podcast with Cory Gagnon



CBC, July 24, 2022

“Why Nobody Gets the Tax Benfit when you Donate at the Checkout”

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

white male making purchase a grocery store checkout

Many Canadian shoppers get asked if they’ll donate to a charity while checking out at grocery stores and other retailers. (Shutterstock)



Globe & Mail, March 30, 2022

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

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.


Beyond the Canadian Red Cross, there are several registered charities that support specific needs in Ukraine. To fund humanitarian efforts, there are the Canada-Ukraine Foundation and the Ukranian Canadian Congress. CHRIS MCGRATH/GETTY IMAGES


“Canada’s Charitable Sector is Broken”

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

July 13, 2020

CHQR 770 Global News Talk Radio image


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.


“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

Photo credit: Joseph Helfenberger


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


Philanthropy 3.0 at TEDxCalgary

Press Release:

4th Annual – Capital for Cause

Impact Investing Summit


Blue & Green Capital for Cause postcard  

Get your copy of the press release here.

Press Release:

National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada


Get your copy of the press release here.


Making a Difference in Healthcare: Douglas Hunter and Family

January 6, 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.

Converge Mental Health head logo


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.

multi-coloured YYC Food Security Fund logo


Foundation Magazine, June/July 2020

“Canada’s Charitable Sector is Broken”

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.

Read More


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.

Click here to listen to the podcast – Aug. 14, 2019


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.

Red title box with white writing - Charity Chat

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

Press Release:

This #GivingTuesday Shift the Conversation from Asking to Engaging

Get your copy of the press release here.


BrainTrust Philanthropy

Listen to the podcast here.


Corporate Philanthropy – Measuring the Impact of Contributions

 Business in Calgary blue logo

Read the Article in Business in Calgary Here.

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