Media
Karma & Cents guest appearances and more
Interview:
“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?
Press Release:
Show me the Money – Why Financial Metrics are not all They are Cracked up to be when Evaluating a Charity
Nov. 23, 2020
Photo by Lukas from Pexels
Article:
Family Enterprise Advisors Share Insights on Charitable Giving Strategies
Globe & Mail, Oct. 16, 2020
Photo by fauxels from Pexels
Article:
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
Press Release:
Four Stages of Crisis Philanthropy
Philanthropy’s Response to COVID-19
March 24, 2020
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.
Video:
CBC – Radio Canada: Les organismes de charité à l’ère de la transparence
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
Video:
Give for Generations – Philanthropy 3.0 video series
In this first video, Gena 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.
Video:
Donor Fatigue is Real! #GivingTuesday and Strategic Philanthropy
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.
Legacy Builders Podcast with Cory Gagnon
Article:
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.
Many Canadian shoppers get asked if they’ll donate to a charity while checking out at grocery stores and other retailers. (Shutterstock)
Article:
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.
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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
Interview:
“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
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.
Article:
“Speak up, I can’t hear you!”
What is family foundation governance and why do we need it?
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.
Podcast:
Moolala – Does GenZ have the same Philanthropic Sense as their Parents?
Bruce Sellery – author of Moolala
Video:
Philanthropy 3.0 at TEDxCalgary
Press Release:
4th Annual – Capital for Cause
Impact Investing Summit
Press Release:
National Music Centre announces Crossroads series, a cross-cultural exploration of music in Canada
Article:
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.
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.
Commentary:
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.
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.
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.
Press Release:
This #GivingTuesday Shift the Conversation from Asking to Engaging
Podcast:
BrainTrust Philanthropy
Listen to the podcast here.
Article:
Corporate Philanthropy – Measuring the Impact of Contributions
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