The 7 Steps to Donating Securities
Here’s a little known trick more Canadians should know about – using securities (such as stocks, bonds, and mutual funds) to make a charitable donation…
Will Power Library
Resources and stories about all aspects of legacy giving.
Why You Should Leave a Charitable Gift In Your Will
You probably know about people like John Labatt (the man behind the largest brewery in Canada), H.J. Heinz II (the one and only ketchup king),…
David and Ann’s Love Story
If you had to picture the ultimate outdoor duo, it would be David and Ann Love. We’re not just talking about your…
Not Your Typical Donor
Michael Vechikar is not your typical donor. He gives when friends have a charity bike ride or when neighbourhood kids sell chocolate for their school.
Financial Advice for Your Future: Everything You Want to Know About RRSPs
Most us know what an RRSP is, right? Maybe you already have one. But are you aware of everything it…
A Financial Advisor’s Top Tips for Donating More Effectively
Donating to charity is a pretty straightforward process, right? Well, you may be in for a pleasant surprise. There’s a whole world of financial strategies…
Democratizing Philanthropy: How you can contribute to a more equal society using your Will
Philanthropy can be unfair. There is a power imbalance that has left many charities – and the communities that rely on them – behind. The…
Women, Estate Planning, and Philanthropy: Re-Defining What’s Possible
As a Financial Planner, I know that estate planning (if understood at all) is often perceived as being something that only rich people do. The…
Getting the job done!
Chayanika Abeysekera Lutes and her husband had spoken on numerous occasions about wanting to leave a donation to charity in their Will. But they had…