Charitable Giving

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 ...
Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
organize charitable giving

Organize Your Charitable Giving This New Year

Everyone knows the hard part of making New Year’s resolutions is sticking to them. Whether you want to exercise more, learn a new skill, or ...
Read More
joyful giving

Simple, Joyful Giving

It brings people joy to take part in a holiday tradition of supporting others, and the variety of opportunities for charitable giving this time of ...
Read More
Rodger and Carol

Precious Returns

When Rodger and Carol Woods chose to add shares in a new company to their investment portfolio, they hoped for a decent growth rate and ...
Read More
Upsize your giving

Upsize Your Giving: 5 Ways You Can Make a Bigger Impact

Anna* was ready to downsize a lot of things in her life. At 75 years old and widowed, she knew she was better off making ...
Read More