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Gift in a Will
Gift of Registered Account
Gift of Life Insurance
Gift of Publicly Traded Securities
For Professional Advisors
Board of Directors
Giving Back with Interest
April 30, 2020
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 ...
A Family Tradition of Generosity (Part Two)
April 16, 2020
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 ...
A Family Tradition of Generosity (Part One)
April 14, 2020
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 ...
April 7, 2020
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 ...
Simple Giving Near and Far
April 2, 2020
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 ...
Minimizing Taxes, Maximizing Generosity
March 11, 2020
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 ...
Generosity in Tax Season? (Part Two)
March 4, 2020
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 ...
Generosity in Tax Season? (Part One)
March 3, 2020
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 ...
When Opportunity Knocked … Generosity Answered
January 21, 2020
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 ...
The Family That Gives Together
January 14, 2020
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 ...
Walking a Mile in Their Shoes
A Generosity Lifestyle
Modelling Generosity Across Generations
Generosity on Two Wheels
Launch Your Generosity Today
A Generosity Hat Trick
Will and Estate Planning
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