by Betty-Anne Howard | Jul 14, 2021 | Financial Literacy, Investment Strategy, The RDSP Explained
Authors: Betty-Anne Howard and Jackie Power, Mackenzie Investments. In this first installment of our 4 part series – The RDSP Explained – we discuss Registerd Disability Savings Plan Canada myths, facts, and financial planning strategies for Canadians who...
by Betty-Anne Howard | Jun 9, 2021 | Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“Philanthropy is commendable, but it must not cause the philanthropist to overlook the circumstances of economic injustice which make philanthropy necessary.”Martin Luther King Jr. This blog post is part of our Meaningful Conversations Series where we explore...
by Betty-Anne Howard | May 11, 2021 | Charitable Giving, Fundraising, Legacy Planning, Meaningful Conversations, Philanthropy and Inheritance Planning
Get Fundraising Articles + Tips Like This In Your Inbox! - Click Here! Meaningful Conversations, Vision and Emotion in Planned Giving The world has changed dramatically over the past year and that means we too have changed, and so have our meaningful conversations....
by Betty-Anne Howard | Apr 13, 2021 | Legacy Planning, Retirement Planning
What would you rather focus on in your life – the problems that need to be fixed or the good stuff that’s already working? What’s gone wrong – or what’s gone right? Overcoming past issues, or exploring new possibilities? When it comes to planning for our...
by Betty-Anne Howard | Mar 12, 2021 | Charitable Giving, Philanthropy and Inheritance Planning
Let’s take a closer look at the tax advantages that can come from donating your securities to charity, vs. selling securities and donating cash to charity. In the example below, when the securities are donated directly to the charity as a gift in kind, the donor...