charitable bequest

Practical Benefits of Giving to Charity in Your Will Your last will and testament are more than just a statement of what to do with your valuables – it is a statement of your values. Beliefs. Family. Charity. Abundance Canada clients Paul and Janet* had drawn up their wills many years ago, but as they…

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Ed and Sandra

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 charities that help people realize their potential. “We have a diversified portfolio of giving. We like to give to a bunch of different things to ensure a good return on…

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Greeting neighbours

It sometimes feels like everything has changed over the past few weeks, but as the thousands of parents trapped in the house with Frozen 2 on repeat know, some things never change. Amid all the chaos of this pandemic, people are still helping one another – from checking in with phone or Zoom calls to…

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family gathering

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 they retired, they sold their restaurant business and developed a Generosity Plan™ with Abundance Canada. Giving Together Is a Fun Family Project Heather and Doug have always viewed their Abundance…

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Business Owners

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 media is abuzz with ideas for family craft projects, photos of completed massive jigsaw puzzles, and instructions for growing sourdough starter. But have you thought of charitable giving as a…

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Hugo Peters

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 his money. Bit by bit, he is determined to donate as much as he can. Hugo likens this strategy to an old joke about a farmer who fell on hard…

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Donating bonds

Donating bonds is a great option to explore when stock markets drop, and interest rates start to fall. Individuals and corporations that donate publicly traded securities in-kind avoid paying the capital gains tax. Publicly traded securities are stocks, bonds, mutual funds and ETFs (Exchange Traded Funds) listed on a designated stock exchange. With the decline…

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Walter and Rose

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 to see how gratitude and generosity can help you cope in even the darkest of times. Generosity in Self-Isolation Abundance Canada clients Walter and Rose* usually spend their retirement travelling…

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Kid shares encouragement

Closing the Distance: Gratitude, Joy, and Generosity during COVID-19 Generosity in a Time of Social Distancing Part Two in Series In Part One, Abundance Canada client Patty Ollie’s story of how keeping a gratitude journal inspired hope in times of adversity. Across the country, churches have stopped meeting, school has been cancelled, and non-essential businesses…

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Woman journals

Closing the Distance: Gratitude, Joy, and Generosity during COVID-19 Gratitude in Hard Times (Part One in Series) The global pandemic has affected everything about our daily lives: the economy, work and school routines, leisure activities, and even toilet paper supplies. It’s easy to give in to fear and sadness when we’re inundated with daily news…

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