by Gena Rotstein | Mar 28, 2023 | Blog
The Canada Revenue Agency (“CRA”) requires private foundations to grant an annual minimum of 5% of the value of its assets (increased from 3.5% in January 2023). In 2020, Private Foundations in Canada held just over $81 billion in assets, according to the...
by Karma & Cents | Oct 31, 2022 | Blog
This is the definition of wealth. That was the first message that James (Jay) Hughes shared with the audience at a special event on Tuesday, October 25, at Platform Calgary. Sponsored by Viridian Family Office, Alberta Business Family Institute, Family Enterprise...
by Gena Rotstein | Aug 26, 2021 | Blog
Protecting Donor Legacy Intentions A recent announcement by the University of Alberta stated it will be demolishing a $26Million mansion gifted to the institution in 2010. The reason cited is that the upkeep, in excess of $250K/yr and the need of $1.5Million in...
by Gena Rotstein | Jan 11, 2021 | Blog
Philanthropic Brand: A Case Study Just over a year ago the Sackler Family, founders of Purdue Pharma, came under brand scrutiny when it was discovered that the pharmaceutical company had purposefully misled prescribers and patients on the addictive nature of Oxycontin...
by Gena Rotstein | Nov 7, 2018 | Blog
In light of it being #FinancialLiteracyMonth, there are some key values-based financial planning concepts and learnings that we have gleaned from different authors (including Seth Godin and Deitrich Dorner) over the years. You can find their books on our virtual...
