Category Archives: Charitable Giving

The Most Important (and Earliest) Fundraising Lesson

My earliest fundraising lesson began in 7th grade when my teacher asked the class, “Do you want basketball hoops or not?”  The answer was easy but getting there was hard. My school did not have a gym. The closest thing … 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

Anaheim NCPP 2014 – Disneyland, the Angels and Philanthropy

The Imagineering of Disneyland has transformed the landscape for families across generations. Who hasn’t experienced the magic of Disney or been touched by its amazing storytelling? This was always Walt Disney’s dream. Today Disney is a global brand recognized and … Continue reading

Peter Gilgan – Power Donor® Extraordinare

Why do I call Peter Gilgan a Power Donor®?  It’s simple, just imagine a world where everyone donated 1% of their net worth; if you are worth $1 million that would be a $10,000 donation to charity. Now, imagine donating … Continue reading

What Does Wall Street Know About Charitable Giving that Main Street Charities Don’t?

Did you know that major fund companies such as Fidelity and Schwab are now getting into the charity game on behalf of their clients? They are educating their advisors on how to discuss setting up donor advised funds to ensure they continue … 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

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