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...
But it’s Worth $1Million!

But it’s Worth $1Million!

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...
Wealth, Financial Parenting & Holiday Giving

Wealth, Financial Parenting & Holiday Giving

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...
Seasons of Giving – The Philanthropy Planning Cycle

Seasons of Giving – The Philanthropy Planning Cycle

There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...