Posts Tagged ‘transfer’
CGEP The Benefits of Donating Securities
Originally published in Your Guide to Charitable Giving & Estate Planning© Spring 2019. Gift planning consultant Sherri Grosz explains the benefits of donating publicly traded securities.
Read MoreIt Pays to Give
Originally published in Wealth Professional Canada. Issue 7.04, April 2019. An interview with gift planning consultants Sherri Grosz and Brad Friesen on donating publicly traded securities as a smart way to give to your charity of choice.
Read MoreThe Business of Being Generous
The business world is often described as a battle ground. Competitors are to be crushed and customers are to be won over. The bottom-line rules. Companies may strategically give away products and skills. Yet, the root goal is brand awareness or making useful relationships. Is this what generosity looks like in the business world? Doug…
Read More“No Problem”: A New Level of Generosity
It was a cold morning. Sleet, slush, grey – you get it. Yet, my husband and I have a standing Saturday ‘date’. We walk the short distance from our house into town. Once there, we divide the list of errands, then meet back at Starbucks for coffee. And well the weather wasn’t encouraging, we decided…
Read MoreGiving Out Loud
You may not feel like it, but when you live generously, you are an influencer. Perhaps not a 2M YouTube viewers influencer, but your donations model your values, and people are watching: Co-workers, friends, family – not least of whom are children and young people. When they see you give to charity, and know that…
Read MoreA Radical Financial Plan
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…
Read MoreSometimes Trust is a Green Garbage Bag
An Unexpected Lesson in Trust and Giving Lori Reesor knows that trust is a key component in donation decisions. While completing her doctorate thesis on Christian giving, she spent many hours sitting on a variety of plastic stacking chairs in a multitude of church basements exploring this connection. Her research process was the same in…
Read MoreHaving the Time of Their Lives: An Unconventional Retirement
Finding Enough Time in the Day It is an undisputed fact that there are only 24 hours in every day. It often feels that our “me time” is so scarce that we need to hold on tight to what little we can muster and guard it from intrusion. That’s why it wasn’t surprising that when…
Read MoreSpring Forward Your Giving
Despite our very snowy and cold weather of late, turning my clock forward on Saturday was a nice reminder that Spring is actually on the way. That means it’s almost time to tackle those jobs around the house I often put off. Cleaning out the garage. Painting the living room. Organizing the digital photos we’ve…
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