As mentioned in a previous article, the meaning of endowment in Canada is a fleeting one, largely because the word lacks a formal legal definition. As a result, endowment has been subject to a myriad of conflicting definitions, resulting in considerable confusion for fundraisers and...
Over the decade, the influx of commercial donor-advised funds (i.e. DAFs operating under the brand of a financial institution) into the charitable marketplace has raised the eyebrow of many Canadian fundraising professionals. Will these DAFs take money away from my cause? While the institutional donor-advised...
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...