Giving Vehicles: Donor Advised Funds

Giving Vehicles: Donor Advised Funds

Giving Vehicles are corporate structures that govern the charitable assets. These giving vehicles differ in how funds are managed, and how donations are disbursed to organizations. In addition to writing cheques from your personal bank account, there are five types of...
Is a Legacy Plan only for People with Kids?

Is a Legacy Plan only for People with Kids?

I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...