Author Archives: ytong

Congratulations to George Burton and his team! Canadore Breaks Ground for New Facility

We are pleased to have an opportunity to work on fundraising of Canadore College’s new Advanced Composites Fabrication, Repair and Test Centre (ARC-TC) facility. Congratulations to George Burton and his team! ______________________ Canadore College Breaking Ground for New Advanced Composites … Continue reading

Huntington University honours David Tsubouchi

Published author, lawyer and former Cabinet Minister David Tsubouchi will receive an Honourary Doctorate of Sacred Letters at Huntington University on Monday, Nov. 3 at 7 p.m. at the Japanese Canadian Cultural Centre (JCCC) in Toronto. His exceptional contributions both … Continue reading

Visual Planned Giving by Dr Russell James III

Dr. Russell James has gone and done it again, creating a meaningful book, which reinforces the importance of why visualization is essential in major charitable giving both as a major and planned gift. Visual Planned Giving: An Introduction to the Law … Continue reading

Texas Tech graduate program to use innovative philanthropy app GIFTABULATOR ®

Toronto, ON – October 27, 2014 – GIFTABULATOR is now being used by students enrolled in Texas Tech University’s Graduate Certificate Program in Charitable Financial Planning.  GIFTABULATOR, the intuitive, interactive app that shows how to minimize taxes while demonstrating the … Continue reading

Donate to Eliminate

I was encouraged to see the Laura Saunders’ article Tax Smart Philanthropy Made Easy in the Wall Street Journal (WSJ). This has been a key element of what we have been speaking to advisors, charities and individuals about in getting their … Continue reading

School of Hard Knocks

I have attended the school of hard knocks when it comes to planned giving.  When I look back  over a 20 year period on my experiences engaging donors about making a bequest, each and every instance has taught me valuable … Continue reading

Your Most Important Assets Are Outside Your Portfolio

You might have been advised that the most crucial elements of wealth creation and preservation centres on your investment portfolio.  It doesn’t. As I see each day in our practice at FUNDING matters the huge financial issues in our lives … Continue reading

Financial Success Element Number Two

Besides marriage as a critically important financial issue, the raising of your children is also financially important since raising productive, independent and resourceful children engenders greater financial success for them and less of a drain of wasted resources for the … Continue reading

Number One Element for Keeping Wealth

Marriage is probably the number one element for making and keeping wealth or financial stability. A spouse can contribute to greater wealth.  A spouse can help with business, give/offer ideas and counsel, entertain your clients, shop wisely for home needs … Continue reading

Challenge for Charities: Less than 1% of Boomers have a Charitable Giving Plan

If it isn’t tough enough to raise money for charities, the largest cohort of individuals set to inherit tens of billions of dollars in the coming decades does not have a plan for their charitable giving – can you say … Continue reading