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Researching Charities

Posted on: May 8, 2019

How do you choose which one of the 86,000 registered charities in Canada to give your time, money or resources to?

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Strategic Giving Habits

Posted on: February 4, 2019

“Giving is the master key to success, in all applications of human life.” – Bryant McGill, Author, International Keynote Speaker, Entrepreneur and Technologist #1. They try to never donate cash. 87% of people donate cash. For example, not everyone knows how to use publicly traded shares when donating. #2. They know timing is everything. While not necessarily motivated to give just to save on taxes, tax savings can determine the timing of the gifts, especially large gifts. – “Marvi Ricker, BMO Managing Director of Wealth Planning #3. They give wisely. They research to identify the pressure points on issues they wish to make the largest impact with. #4. They focus their commitment and passion. They choose a personal cause in order to have a lasting influence in both their local and global communities. Focus = real impact + real difference. #5. They get up close and personal. They visit the organizations, attend events hosted by their foundation or charity and make time to volunteer so they can see their dollars at work. #6. They include their family. They include their family in their philanthropic choices to strengthen family bonds, pass on family values, develop intergenerational legacies and ensure greater success in the transition of family wealth. If you make an effort to create meaningful and strategic approaches to your giving, you will get back as much – some say even more – than the organizations you support. Call me today to have your philanthropic discussion. There are many successful habits of strategic philanthropists and giving comes in many forms. I’ve listed below the top six habits I’ve come across, practice myself and share with my clients when speaking about donating, giving or any philanthropic efforts.

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Giving can be emotional

Posted on: October 8, 2018

Everyone's financial situation is different, but when you create a plan for giving, you are enabling yourself to have the greatest impact on the causes that are most personal to you.

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Creating a foundation can be easy and inexpensive

Posted on: June 5, 2018

You do not need to be an expert on philanthropy, but you do need to know key advantages and disadvantages of various ways to give.

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