Karma & Cents guest appearances and more
Show me the Money – Why Financial Metrics are not all They are Cracked up to be when Evaluating a Charity
Nov. 23, 2020
Globe & Mail, Oct. 16, 2020
More Trust, Collaboration & Money: Is COVID-19 Changing Philanthropy in North America for the Long-Run?
A panel discussion with Dr. Sharilyn Hale, Ben Fortier (Deboski & Co) and Gena Rotstein moderated by Vincent Duckworth.
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
Give for Generations – Philanthropy 3.0 video series
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
Globe & Mail, March 30, 2022
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.
An analysis on the WE Charity relationship with Trudeau and the Canadian Federal Government funding allocation.
July 13, 2020
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.
What is family foundation governance and why do we need it?
On page 48 of Foundation Magazine, this long-form article explores the challenges and opportunities facing multi-generational family foundation governance and leadership.
Philanthropy 3.0 at TEDxCalgary
4th Annual – Capital for Cause
Impact Investing Summit
National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada
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.
Foundation Magazine, June/July 2020
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.
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.
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.
This #GivingTuesday Shift the Conversation from Asking to Engaging
Corporate Philanthropy – Measuring the Impact of Contributions
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next step to Philanthropy 3.0?
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