Do you Need an Endowment Policy? As part our work, we are often asked by…

As mentioned in a previous article, the meaning of endowment in Canada is a fleeting…

Endowment is one of the most misunderstood terms in our charitable sector.   Given the fact…

Endowment funds have the opportunity to make a difference in how charities fulfill their missions….

Let’s stop comparing ourselves to Americans when it comes to charitable giving. It is true…

In the past, I have attempted to dispel some of the basic tenets of corporate…

There are many myths and erroneous assumptions about how corporations manage their community investments. The…

It’s time to have a frank discussion about charities and their administrative and fundraising costs….

Over the last few years, both donors and fundraisers have had the opportunity to consider…

The endowment is a bit of lost soul. It’s a term with no true legal…

The Disbursement Quota is a hot topic in the charitable world.   There are strong advocates…

Over the decade, the influx of commercial donor-advised funds (i.e. DAFs operating under the brand…

In many sophisticated fundraising organizations, there is still a sharp dichotomy between major and planned…

So you’re strolling down Queen Street West in downtown Toronto searching for a new pair…

I’m a huge fan of our wonderful charitable sector. That’s no secret.  Charities always try…

Teenagers. You know all about them. Those lazy creatures of social media whose only interest…

While a charitable bequest in your Will is an easy and very effective way to…

You have the power to change the world. This article is about charitable gift planning.  …

Most gift planners recognize the importance of cultivating relationships with the local “allied professional” community…