Posts Tagged ‘legacy giving’
Increase Your Social Impact with Values Driven Generosity
Unlike some financial decisions, giving to charity has always been deeply rooted in personal values. You support organizations that impact the people and places you care about, from wildlife protection to education to international relief and many causes in between. With more than 86,000 registered charities in Canada, generous people have a lot of opportunity…
Read MoreLeaving a Legacy: What Does This Look Like?
In the charity world, we talk a lot about legacy. But, what does legacy mean and what does it look like to leave one that is meaningful? Let’s take a closer look at this popular term and what it might look like for you. Legacy by Definition Legacy means different things depending on the context.…
Read MoreEstablishing a Generous Legacy
By any measure, Syed* had done very well in life. In addition to raising a happy family, he had established a number of successful private business ventures and invested well in real estate and the stock markets. He kept his feet on the ground by focussing on the gratitude he felt for his good fortune,…
Read MoreGenerosity and Wise Financial Stewardship
A Surprising Discovery Alice* stood in the doorway of the farmhouse she and her husband Henry had occupied for over 40 years. Cleaning out the clutter accumulated over decades of ownership was a daunting task. However, with Henry’s passing, she had decided to move. Now, imagine her surprise when, amongst the possessions and papers, she…
Read MoreFollowing my Father’s Plan
Laurie Ball feels a deep sense of responsibility towards charitable giving. Because of her father’s failing health with dementia, she has taken on the responsibility of managing his legacy of generosity alongside her own donations. Managing her father’s financial affairs is a big responsibility for Laurie, but her father prepared her well. In addition to…
Read MoreImpacting Generations
The Konrads have demonstrated generosity since the beginning of their relationship, a value they both hold dear and learned from their parents. “When we got married, we knew that it didn’t take big money to make an impact,” Robert says, “We could have an impact just by giving our time and giving what we could.”…
Read MoreFinding Their Legacy Story
Ten years into retirement, Dianne and Harold took the prudent step of reviewing their financial plans for the future. They met with their financial advisor who informed them that they had fully overcome the risk of outliving their money. Then, they met with me to review their Generosity Plan™ for charitable giving. They explained to…
Read MoreWhere There’s A Will (Part Three)
In parts one and two of this series I looked at the startling fact that over half of all Canadian adults do not have a current legal will despite the significant consequences of dying intestate. Darlene is an exception to these statistics. Time to Reflect After retiring from a demanding and rewarding career in education,…
Read MoreWhere There’s A Will (Part Two)
In Part 1, I shared the cautionary tale of David, a client who for many years did not realize the potential consequences of not making a will. However, it is equally important, once you have a will, to keep it up to date. A Dramatic, Last-Minute Will Cecil George Harris became pinned under his tractor on…
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