Remembering Rick Braun-Janzen

Rick Braun-Janzen

It is with great sadness we must announce our long-time colleague, Rick Braun-Janzen, passed away suddenly on January 8th. Rick was highly regarded by many and a wonderful colleague and friend to those he worked with during his 27 years at Abundance Canada. He was always happy to share his charitable gift planning knowledge or…

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Donor Advised Funds: A Powerful Tool for Charitable Giving

Donor Advised Funds (DAFs) have become an increasingly popular way for individuals and families to give to charitable causes. These funds provide donors with a flexible, efficient, and tax-effective way to support the causes they care about most. In this article, we will explore what DAFs are, how they work, and why they are becoming…

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A gift to charity can save you thousands on capital gains taxes

Happy mature couple discussing investments with financial broker during meeting at home. Happy middle eastern man and hispanic woman discussing about financial planning with consultant at home. Financial consultant presenting new investment plan to smiling mature couple at home.

Do you own shares in a demutualized insurance company? Demutualization is a process by which a member-owned company, such as a co-op, or a mutual life insurance company legally changes its structure, in order to become a publicly traded company owned by shareholders. Recently, Economical Mutual Insurance Company demutualized and became Definity Financial Corporation (trading…

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A Little Planning Goes a Long Way

Couple smiles at the camera from their kitchen.

Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children had moved out to start their own careers and families. This new phase of life brought the empty nesters time and space to reflect and reminisce. Retirement was on the horizon, and Jack and Linda were eager to avoid the…

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Planning for a Generous New Year

Mature Asian couple sit together on couch laughing.

Lee and Ayako* had weathered the recent economic shifts and shutdowns relatively well, but many in their community had not been so fortunate. Some friends and neighbours lost their jobs. Businesses went under. Local charities shut their doors for good. It was heartbreaking. Lee and Ayako had always dreamed about establishing their own charitable gifting…

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A New Holiday Tradition

Happy senior couple smiles at camera with Christmas tree in the background.

Christmas is just around the corner and there are still lots of opportunities to practice generosity this season. Unfortunately, high inflation rates and increased risk of illness have only heightened the usual stress of buying gifts for family and friends and catching up on charitable giving before the end of the year. While Matthew and…

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Dreams of Generosity

Caucasian woman smiles at camera holding a mug while sitting on a couch. Christmas decorations behind her.

Melanie* worked hard running a successful business. And “run” was absolutely the right word to describe it – every day she was racing in several different directions and the Christmas season only added to the pressure. When Melanie finally sat down to review her annual charitable donations, her heart sank. She had made one-off gifts…

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United by the Joy of Giving

Two white men, one aged 40, one aged 70, sit on couch with coffee and chat.

In his book, The Genius of Generosity, pastor and author Chip Ingram tells the story of assisting an elderly businessman’s strategic plan for generosity. After a successful career, Jim Saville wanted to share his money with the underprivileged, but he didn’t know how to connect with the people he hoped to help. Chip was a twenty-something…

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The Year-End Dash for Charitable Giving!

Happy black couple walkd down the street arm in arm holding shopping bags.

As the year draws to a close, people are making that last dash to send a charitable donation before the year-end to make the most of their tax credit and support a worthy cause. If it’s the first time you’re making a charitable donation, especially a significant amount, with approximately 86,000 charities to choose from…

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