Category Archives: Uncategorized

Building a list of loyal donors

I hear all too often that organizations don’t have prospects to approach for major or planned gifts. So organizations wait and hold events, use direct mail or try out social media. In other words, the status quo in fundraising over the past … Continue reading

Why do rich people give?

There are many reasons why the wealthy donate to charity. But you don’t have to be wealthy to give. It is more important to know, from my experience, that wealthier donors give from appreciated assets. That means that they will look at … Continue reading

What happens when the donor knows more than the fundraiser? The fundraiser better be on their A-game.

Imagine this scenario: you’re meeting with a donor about a major gift donation and they tell you they’ve set up a trust fund for their children and are in the process of setting up their own family foundation. The donor … Continue reading

What is happening with bequests?

Fewer North Americans are drafting wills – that makes getting a bequest that much harder Based on the stats that 60% of individuals have a current estate plan and of those only 4% have included charity in their estate planning … Continue reading

Charities Be Aware: More Donations Come Annually from Bequests than Corporate Giving

 Where are you spending your time chasing donated dollars? If you answer writing grants and proposals to corporations, you’re probably right. $22 Billion was directed from bequests to charity versus $15 Billion from corporations in 2011. (Giving USA 2011) For … Continue reading

2016 Tax Changes Regarding Charitable Donations

I thought I would summarize the budget changes that impact charitable donations, for your consideration and for discussion with your donors. On December 7th, 2015 the federal government announced a 4% increase in tax credits for individuals with an income … Continue reading

Happy New Year!

As we embark upon 2016, many have decided to make New Year’s resolutions.  Let me suggest several estate planning to-dos that shouldn’t be ignored as we are in the early days of 2016. Update your will – since 60% of … Continue reading

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

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

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