Archive for May 2019
What’s Your 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…
Read MoreStart Building 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. Legacy is more than just a gift from your estate – it is built up over a lifetime of…
Read MoreCGEP The Benefits of Donating Securities
Originally published in Your Guide to Charitable Giving & Estate Planning© Spring 2019. Gift planning consultant Sherri Grosz explains the benefits of donating publicly traded securities.
Read MoreIt Pays to Give
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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