Charitable Giving

Impacting Generations

Impacting Generations

The Konrads have demonstrated generosity since the beginning of their relationship, a value they both...
The Right Tool for the Job: Using a Generosity Plan™ as a Strategic Tool

The Right Tool for the Job

Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
Freedom to Take Your Time

Freedom to Take Your Time

From the time we are young, we are taught that decisions about money are not...
Donate Now, Disburse Later

Donate Now, Disburse Later

Are you facing additional or unusual taxable income? Consider a Generosity Plan™ to help you...
Worth the Effort: Donating Private Company Shares

Worth the Effort: Donating Private Company Shares

Writing a cheque may be the most obvious way to give to charity, but if...
Sally was afraid it would be too complicated for her corporation to donate publicly traded securities until a Generosity Plan™ made charitable giving tax efficient and easy.

No Fear – Just Philanthropy

Sally* is the sole shareholder of a holding company with an investment portfolio of publicly...
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United by the Joy of Giving

In his book, The Genius of Generosity, pastor and author Chip Ingram tells the story of...
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A New Holiday Tradition

Christmas is just around the corner and there are still lots of opportunities to practice...
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Establishing a Generous Legacy

By any measure, Louis* had done very well in life. In addition to raising a...