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...
by Betty-Anne Howard | Jan 29, 2021 | Charitable Giving, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
Join me as I chat with Al Roberts, for a Donor Motivation Program and CAGP (Canadian Association of Gift Planners) Campfire Chat. We’re discussing donor attraction strategies for 2021, and a new model for philanthropy that helps us to have meaningful...
by Betty-Anne Howard | Jan 14, 2021 | Charitable Giving, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
Want A Print-Friendly PDF Version of This Article? Click Here How do we boost donor acquisition and encourage planned giving? How do we find new donors and motivate donors to give more? These questions have always been top of mind for Canadian charities. But now more...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“My wish is that as young people achieve greater financial literacy through school and initiatives like Financial Literacy Month, that they will continue learning to value money in a way that will help them understand the importance of philanthropy later on in life”...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“Really having an advisor to help a client articulate what they want to do, set some goals, and even open up some dreams…that’s where strategy and planning comes in. That’s what advisors can do – they build – they build financial security, and...
by Betty-Anne Howard | Nov 15, 2020 | Financial Planning Week, Fundraising, Meaningful Conversations, Philanthropy and Inheritance Planning
“So many people still don’t know that they can play such an important role in the quality of healthcare that they receive from their local hospitals…people’s investments in their local hospitals through philanthropy, through planned legacy gifts really...
