Charitable Giving

Ed and Sandra

Giving Back with Interest

Ed and Sandra have a different outlook than most when it comes to investing. Several years ago, they created their own ‘Generosity Index’, investing in ...
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family gathering

A Family Tradition of Generosity (Part Two)

In Part One, I shared the story of how Heather and Doug Leung wanted to start a tradition of charitable giving in their family. When ...
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Business Owners

A Family Tradition of Generosity (Part One)

Right now, many families are experiencing a new kind of togetherness. The pandemic has suddenly and indefinitely moved everyone’s round-the-clock routines under one roof. Social ...
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Hugo Peters

Radical Generosity

There is a palpable sense of fun in Hugo Peters’ voice when he speaks about his unconventional retirement plan. He wants to give away all ...
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Walter and Rose

Simple Giving Near and Far

Closing the Distance: Gratitude, Joy, and Generosity during COVID-19 Simple Giving Near and Far Part Three in Series Read Part One and Part Two here ...
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Two men meet over coffee

Minimizing Taxes, Maximizing Generosity

Ralph lost his wife to cancer. When he stopped into our office with a cheque to top up his Gifting Fund™, he was still working ...
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Selling publicly traded securities

Generosity in Tax Season? (Part Two)

Link to Part One Like most Canadian taxpayers, Joanne and John Nelson* knew that charitable receipts generated tax credits that helped offset their income tax ...
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Couple reviews generosity plan

Generosity in Tax Season? (Part One)

It is once again tax-filing season. Time to check the mail each day for those stray T4’s and T5’s and gather up a year’s worth ...
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Jacinta Catering

When Opportunity Knocked … Generosity Answered

When Jacinta started her catering business 10 years ago, she never imagined where it would lead. What began with two volunteer helpers in her tiny ...
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Smith Family

The Family That Gives Together

It’s a new decade, and another Christmas is firmly in the rear-view mirror. We all love to give and make time to spend with loved ...
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