Charitable Gift Planning Advice

Mature Couple

A Generous Dream Come True

Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs...
Donating securities

Give More with Gifts of Securities

Did you know cash donations aren’t the only way you can support your favourite charity?...
Making a generosity plan

Winterize Your Giving

Even though we may be in denial, winter is just around the corner and it’s...
A couple discussing their will

You Can’t Take It with You: The Benefits of Giving to Charity in Your Will

Jean Robichaud* remarried after spending several years as a widower. This happy change of circumstance...
farmer with corn

How to Make a Bigger Impact

There was a farmer who grew excellent quality corn. Every year, he won the award...
Smiling consultant with clients

The Freedom of Flexible Philanthropy

Donor-Advised Gifting Funds When a healthy tax refund and an inheritance left Bert and Sue...
female business partners

Generosity Strategies for the Self-Employed

Sisters and business partners, Janice and Jenn Nelson* run a small but thriving real-estate agency...
Mom and kids at computer.

Dollars and Sense

Good manners tell us that we shouldn’t talk about money because it isn’t polite. At the...
Avengers Endgame

What’s Your Endgame?

*Warning: possible Avengers Endgame spoilers* From the upcoming conclusion to the Skywalker saga to the...