Fundraising Strategies

In many sophisticated fundraising organizations, there is still a sharp dichotomy between major and planned gifts. As a relatively new fundraising professional, I cannot, for the life of me, understand this how this approach truly benefits the donor. Despite the growing professionalism of the non-profit...

Investment Management for Charities

Endowment funds have the opportunity to make a difference in how charities fulfill their missions. The oversight of a charity’s investments can involve considerable fiduciary risk. How charities manage and mitigate this risk is probably the more important aspect of the investment management process. The term “fiduciary”...

Teen Philanthropy in Canada

Teenagers. You know all about them. Those lazy, Ipod-shuffling, Twitter-loving creatures whose only interest in the world is the latest trend in popular culture. If this is still your view of the average teenager, you’ve got it all wrong. In fact, the next generation is...

Other Testamentary Options

While a charitable bequest in your Will is an easy and very effective way to make a legacy gift to your favourite charity, there are other options when comes to making a deferred donation. This article will explore two of them: life insurance and retirement...

Professional Advisors Can Change the World

You have the power to change the world. This article is about charitable gift planning.   Charitable gift planning is the process of incorporating charitable giving into your client’s overall financial plan. It’s about giving money away in a thoughtful, meaningful and strategic manner. Charitable gift planning...

Cultivating Professional Advisors

Most gift planners recognize the importance of cultivating relationships with the local “allied professional” community (for the purpose of this article, “allied professional” or “AP” includes lawyers, accountants, financial planners/advisors and insurance advisors) but very few of us take a strategic approach when it comes...