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 | Dec 13, 2021 | Blog
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...
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 | Nov 15, 2019 | Blog
November is Financial Literacy month. Over the course of the month we have been posting and sharing articles about wealth, philanthropy, impact investing and social economics. November is also the time of year when charities ramp up their fundraising efforts to tap...
by Gena Rotstein | Aug 2, 2019 | Blog
We all have alarm clocks. Some tie us to our physical life, like meeting notifications and taking food out of the oven. Others are more ephemeral, like the biological clock. Alarm clocks serve a purpose; they keep us on track, they remind us to do things, and in some...
