What Will We Do?

What Will We Do?

As long time readers know, I’m delighted every so often to hand over the blog reigns to my wonderful colleague Sarah Morkin, our Operations Director. Sarah’s shared some of the wisdom she’s learned from her family over the years. As you will read below, sometimes...
A Different Kind of Legacy

A Different Kind of Legacy

Congratulations on surviving another crazy, crazy year! While 2021 has been somewhat more positive than 2020, give yourselves a pat on the back for a job well done! This month, I’m going to feature a different kind of legacy gift – I hope you enjoy the...
Who You Gonna Call?

Who You Gonna Call?

Year end is almost here, so this month’s blog is a testament to the fall season. Remember to get your charitable donations completed before year end (especially for gifts of securities!), and if you are turning 71 this year, you will also need to convert your...
A Snapshot of a Uniquely Quiet Giver

A Snapshot of a Uniquely Quiet Giver

This month, I’d like to share how my own life intersected with George Eastman, one of the most fascinating and generous donors of his time. You might not recognize his name – but he was behind one of the best known brands in the world… Over...
Starting a Newborn Charity from Scratch

Starting a Newborn Charity from Scratch

In the last couple of months, we’ve been working on a number of complex planning cases where the topic of starting a new charity has come up.  The question is, if you are going to have a charity offspring as cute as these Canada Geese goslings I saw a couple of...
Leaving a Legacy a Few Small Steps at a Time

Leaving a Legacy a Few Small Steps at a Time

This month, I’m going to talk about how I’ve spent the last year working on a very special, and geeky project that will be part of my own legacy. Every April, a mass migration occurs across Canada, where flights of strange creatures lift off from all parts...