Mature Couple

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…

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Christine

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…

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Donating 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…

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WP 7.08

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.

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Generous Millennials

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…

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Giving from a Place of Gratitude This month, we are expressing our gratitude with 31 Days of Thanks on our Facebook and Twitter pages. We’re asking followers to post something they are thankful for every day using the hashtag #31DaysOfThanks. We’d love to hear from you, and hope you will share the things you’re most grateful for too. Giving out of our gratitude…

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Paying it forward

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…

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Thanksgiving Gratitude

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.…

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Making a generosity plan

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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