Living Life Generously

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When Giving Is Good for Business: Donating Private Company Shares (Part 2)

In Part One, I introduced you to Keith and Edward, who contacted me to help them donate...
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When Giving Is Good for Business: Donating Private Company Shares (Part 1)

Edward & Keith always knew they wanted to work together. After earning their CPA designations,...
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Markets Are Looking Up, and Your Charitable Giving Can Too

Instead of spending fun times at our favourite amusement parks over the past few months, many of us...
August 2020 Newsletter

August 2020 Newsletter

With non-essential travel restricted this summer, Harold Penner, Gift Planning Consultant and his wife have...
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Support Your Favourite Charity with Gifts of Securities

Fred Smith* is a big-hearted man, and has always donated a percentage of his annual income to charity. When the...
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A Generosity Mindset

Even though it’s been a few years since my kids were in school, our household...