Category Archives: Leave a Legacy

Family Discussions – Don’t Wait Until It’s Too Late

I have the opportunity to speak with people of all ages, professions, and interests each year about their estate and philanthropic planning. I usually begin by asking them questions about themselves and their family. If the client is retired, I’ll … Continue reading

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

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

Grow A Relationship – Agree About Money

Money is often cited by relationship experts as the number one reason for relationship failure, in particular marriage. Why is money such a strong factor in determining one’s success in marriage, longevity and health? Maybe it really isn’t money that is the major … 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

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