Simple Giving Near and Far

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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For This Business, Generosity is the Bottom Line

Farm Business

Today’s marketplace may be dominated by large corporations duty-bound to deliver ever-increasing profits, but for 40 years Norm and Joan Smith* ran a prosperous agriculture business with a different definition of success. Generosity outweighed the bottom line, and they prioritized donating to numerous charities from their farm income every year. The Smiths always knew that…

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A Generous Dream Come True

Mature Couple

Edward and Felicity Jones’* life together had settled into a happy rhythm. Their day-to-day needs were simple, and thanks to sensible planning, their retirement income comfortably covered all the essentials. Many of their retired friends were seizing the opportunity to travel or purchase the car or home they had long dreamed of owning, but Edward…

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A Radical Financial Plan

Senior Couple

A Net Zero Budget A few years ago, retired teachers Doug and Karen, created a radical new financial plan. They were in their seventies and their idea was just a little reckless. “We said to each other, ‘Let’s say we live another 20 years – wouldn’t it be nice if we ran out of money…

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A Grandparent’s Gift

While parenting comes with the pressures to raise a child into a productive, happy, well-rounded adult, being a grandparent can be less goal-oriented. There is often more breathing room in the relationship. That generational distance positions grandparents perfectly to help instill the value of charitable giving in the next generation. A New Tradition Charity and…

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A Different Kind of Legacy

Over the course of their life together, Doug and Heather Leung* raised a happy family and built up a successful business. They worked hard in the shop and instilled in their children the value of hard work, simple living and care for others. Although Doug and Heather had often dreamed about passing the business on…

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A Key Conversation

[May is Legacy Month at Abundance Canada, and throughout the month we are sharing a variety of information about will and estate planning on our website and through social media. We invite you to share, like, and comment.] Reticent to face our own mortality and influenced by countless TV and movie plots where inheritances lead…

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Buried Treasure

Lately, I have had several conversations with people about downsizing or simplifying their estates. Some talk about rearranging their financial affairs to make life easier for their executors someday. Others face the physically and emotionally demanding task of moving from the homes they have lived in for many years to smaller, more manageable accommodations. Furniture,…

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