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Archive for May 2019

What’s Your Endgame?

Avengers Endgame

*Warning: possible Avengers Endgame spoilers* From the upcoming conclusion to the Skywalker saga to the record-breaking Avengers series, pop-culture is awash in discussions about legacy. Fans who have followed characters they love for years are deeply invested in what the franchise finales will leave behind. But legacy is not restricted to heroes in a fantasy…

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May Newsletter

Big family laughing

Build Your Legacy Today Within the charitable sector, there is an understanding that legacy is all about what you do with your money after you die. However, I think that definition can leave out an important part of the story. Read the May issue of our Generosity Matters e-newsletter >

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Start Building Your Legacy Today

Big family

Within the charitable sector, there is an understanding that legacy is all about what you do with your money after you die. However, I think that definition can leave out an important part of the story. Legacy is more than just a gift from your estate – it is built up over a lifetime of…

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It Pays to Give

WP Cover 7.04

Originally published in Wealth Professional Canada. Issue 7.04, April 2019. An interview with gift planning consultants Sherri Grosz and Brad Friesen on donating publicly traded securities as a smart way to give to your charity of choice.

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Leaving a Legacy: Some Practical Advice

Women reading together

In the charity world, we talk a lot about legacy. In fact, May is legacy month! But, what does legacy mean and what does it look like to leave one that is meaningful? Here is some practical advice on creating your legacy and what it might look like for you. Legacy by Definition Dictionary.com has…

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