Category Archives: GIFTABULATOR

Giftabulator® – Maximize Your Donor Gifts Today

  Giftabulator® NOW Maximize Your Donor Gifts Today FOR IMMEDIATE RELEASE FUNDING matters® launches GIFTABULATOR® NOW, a planning app that shows users how to minimize taxes while also making the world a better place. TORONTO, ON, January 30, 2019 — FUNDING … Continue reading

We’re Way Past Quitters’ Day – Now What?

We are only a few weeks into the new year, yet 10 days ago was Quitters’ Day, the day people are most likely to give up on their New Year’s resolutions. We make resolutions because we want to improve. None … Continue reading

Giftabulator NOW 2.0 Alpha Version

I wanted to give you an update on Giftabulator NOW, as we have been making continuous improvements in order to bring you and your donors a tool that is educational and easy to navigate for major and planned giving. We … 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

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