Blog
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 Fabrica
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 as a volunteer and leader in
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 and Taxation of Charitable Gift Planning. A must
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 potential giving capaci
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 loved by children and adults alike.
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 8.3% of your net worth in your lifetime to charity using the same net worth &helli
Who Doesn’t Want to be a Leader?
I don’t think I’ve ever met anyone that doesn’t want to be a leader. No matter what your personality type, whether you are an introvert or an extrovert, it’s ok to admit it… you long for people to regard you as the best at something. Some people seem to be born with the personality to … Conti
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 factor but that the underlying issue
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 to manage their clients’ assets for generations to come. Cha
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 estate, financial houses in order to minimize taxation on the
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 lessons about the psychology of estate planning. Dr. Russell James, Researcher an
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 are the success of our marriages, the ability of our children t