Posts

An older women looks off-camera in thought.

Estate Planning Isn’t Just for Couples and Parents

Gift Planning Services Committee member Lori Dawson shares ways to plan for your estate.

A painting of Venus and Adonis. Venus is trying to hold back Adonis from leaving.

Shakespeare on Finance (Part Four)

Gift Planning Services Committee member Sheean K. Patel shares the financial lessons we can learn from Shakespeare.

A scene from the Shakespeare play The Merchant of Venice

Shakespeare on Finance (Part Three)

Gift Planning Services Committee member Sheean K. Patel shares the financial lessons we can learn from Shakespeare’s plays.

A jar with money with a charity label.

Charitable Gifting Through Private Corporations

With the season of giving almost upon us, Gift Planning Services Committee member James Buckley explains the benefits of donating to charities through your corporation.

Santa Claus holding a heart.

Make the Future Merry and Bright

Need some general legacy giving tips? Gift Planning Services Committee member Rick Goldring has you covered.

Dan with the Grey Cup.

An Uncle’s Legacy

Dan Maloney passed away at age 69 after a nearly 10-year battle with colon cancer. Thanks to a generous donation left in his will, Dan continues to make a vital difference for patients.

A model heart next to a photo of Carl Gustaw

A Legacy From The Heart

Carl Gustaw of Thunder Bay was 46 years old when he suffered from sudden chest pains in 2007. To make matters even more dangerous, he was working on top of a roof when it hit.

A young girl at a stand selling fresh lemonade.

How Do You Teach Your Children To Be Philanthropic?

Teaching children to be philanthropic can be difficult, particularly with their limited personal financial resources. However, being philanthropic can be extremely gratifying for young people.

Part of a wheelchair with a hand placed on the wheel.

Disabled Beneficiary – Henson Trusts

A Henson Trust is a form of absolute discretionary trust, in which the funds are managed for the disabled individual – usually over the course of their lifetime – without the individual ever having a vested right to the income or capital.