Archive for October 2019
A Generous Dream Come True
Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs were simple, and thanks to sensible planning, their retirement income comfortably covered all the essentials. Many of their retired friends were seizing the opportunity to travel or purchase the car or home they had long dreamed of owning, but Edward…
Read MoreLiving to Make the World Better
Ever since she was a little girl, Christine desired to make the world better. She wanted her life to have a place in the world. One that allowed her to give back. Christine grew up in Abbotsford, where she was deeply affected by her father’s tragic tales of his journey as a refugee from war-torn…
Read MoreGive More with Gifts of Securities
Did you know cash donations aren’t the only way you can support your favourite charity? There might be a more tax effective way to give. Individual and corporations that donate publicly traded securities in-kind avoid paying the capital gains tax. Publicly traded securities are stocks, bonds, mutual funds and ETFs (Exchange Traded Funds) listed on…
Read MoreAn Off-the-Radar Opportunity
Originally published in Wealth Professional Canada. Issue 7.08, October 2019. Read the interview with Rick Braun-Janzen, Director of Gift Planning at Abundance Canada on donating a life insurance policy to charity.
Read MoreGenerosity from Generation to Generation
Canadians are generous givers – the third most generous in the world when charitable giving is expressed as a percentage of GDP[1]. However, the face of charitable giving in Canada is changing. According to the latest report[2], in 2014 approximately 30% fewer tax-filers claimed charitable donations compared to the highest year on record (1990). At…
Read MorePay It Forward: An Oldie But a Goodie
It was the fall of 1992. Our 15-month old daughter’s cry echoed in the church basement. My wife and I did our best to comfort her, smiling as we greeted the men and women of the congregation. As I shook hand after hand I glanced at my daughter’s anxious face and thought to myself, ‘I…
Read MoreThanksgiving Every Day
October is upon us. Days are getting shorter. Pumpkin spice is in the air (and in our morning coffee). Soon, we will gather with loved ones to celebrate another Thanksgiving. In my house, it is a tradition to go around the dinner table and invite each person to name the things they are grateful for.…
Read MoreWinterize Your Giving
Even though we may be in denial, winter is just around the corner and it’s time to winterize! Whether it’s closing your cottage, changing to snow tires, or booking a last-minute vacation down south, we all have fall rituals that prepare us for the winter season ahead. Now is a wonderful time to take advantage…
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