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...
by Gena Rotstein | Sep 28, 2018 | Blog
It’s not a matter of if, it’s a matter of when, you will transition your business. The process of transitioning is the most monumental decision in your company’s lifecycle. Optimizing the value of your business, understanding the range of choices for how, or who to...
by Gena Rotstein | Apr 17, 2018 | Blog
Philanthropy is hard work. In a Globe & Mail article on April 13, “Private Foundations: Giving Away Money is Harder than you Think,” reporter Brenda Bouw highlights some of the struggles that donors face when trying to give their money away – why...
