Posts Tagged ‘transfer’
Modelling Generosity Across Generations
Generosity doesn’t just start all of a sudden when we decide we have accumulated “enough”; it is shaped by experiences throughout our lifetime and deeply influenced by the people around us. Growing Up Amidst Generosity My family didn’t talk about charitable giving while I was growing up, but their actions spoke volumes about the joy…
Read MoreGenerosity on Two Wheels
You know that feeling when you hear a story that makes you smile? My friend Simone* recently shared a beautiful story of generosity that made my week, and I hope it brings joy to yours as well. It all started a few weeks ago when Simone was washing up the dinner dishes and her 10-year-old…
Read MoreLaunch Your Generosity Today
Last weekend people from around the world live-streamed NASA’s launch of the SpaceX Crew Dragon, the first manned spaceflight to launch from North America in nearly a decade. The images of Mission Control and the launch site had me marveling at how much technology has changed since the Apollo missions. When someone mentioned Newton’s famous…
Read MoreA Generosity Hat Trick
I was out shoveling my driveway this past March when my neighbour Harvey pulled over and rolled down his window to chat. Newly retired and on his way home from goaltending a shinny hockey match (it was just days before city arenas in Calgary closed due to COVID-19) he was keen to tell me how…
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…
Read MoreWhere There’s A Will (Part One)
David* did not have a will. He had not made a specific choice not to have one, he had just never gotten around to meeting with a lawyer and putting his wishes in writing. He had lots of excuses – he felt young, he didn’t want to think about dying, he was estranged from his…
Read MoreMake a Statement (Part Two)
Practical Benefits of Giving to Charity in Your Will In Part One, I looked at why Paul and Janet decided to leave their entire estate to charity and how they went about doing that. Paul and Janet are passionate about protecting the environment, ensuring clean water, and providing education for the next generation. Their Generosity…
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