Charitable Giving

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...
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Tell Your Story with a Legacy Gift

In Part One, I shared the shocking statistic that a majority of Canadians do not...
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Why a Will?

Buying the farm. Kicking the bucket. Giving up the ghost. Given the number of colourful...
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A Little Planning Goes a Long Way

Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children...
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Fight “COVID Fatigue” with Generosity

Back in March, the sudden arrival of COVID-19 brought out the best in us as people made...