Grantee-Funder relationships during the sunsetting phase are equally as important as when they start out. This post provides ways to manage the relationship during the wind-down process.
Second in a series on sunsetting a foundation. There are ripple effects to winding down a foundation; in this installment we explore the impact on NextGen leadership.
Six questions to ask when sunsetting a foundation or winding down your donor advised fund.
Platform Calgary hosted James Hughes for a conversation about family legacy and wealth planning.
What is a Donor Advised Fund and how does it work?
Protecting Donor Legacy Intentions A recent announcement by the University of Alberta stated it will […]
Parenting is hard work. Financial parenting requires skills and tools to create financially literate kids.
The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.
