Nov
22
2022
Tales From the Trenches Tuesdays Episode 2
EPISODE 2 Episode 2 of Tales From the Trenches Tuesdays features Paul Nazareth, Vice-President of the Canadian Association of Gift Planners (CAGP). I first met Paul many years...
bequest
May
27
2022
Setting up an Endowment
Many charities have an endowed component to their finances. The term endowment often confuses people and they are really unsure what it means. I repeatedly use...
Apr
08
2022
Putting the K in Kindness
Investopedia says that a K-shaped recovery occurs when, following a recession, different parts of the economy recover at different rates, times, or magnitudes. In 2022, it has...
Mar
25
2022
The Next Gen
There has always been a great concern amongst charities concerning the next generation. So many donors have grave concerns that the next gen will not live...
Jan
28
2022
There seems to be a Disconnect
I have been in the fundraising world the majority of my life and as a professional fundraiser for over twenty-five years. There is a disconnect that...
Mar
19
2021
What to Track in Fundraising
By now, all organizations should have closed off their 2020 (calendar) year. And what a year it was! I can confidently say that for every organization,...
Nov
06
2020
Discussions Around the Dinner Table
I am positive that today’s dinner table discussions are more animated than they have been for the past while. Whether it is a discussion about the...
Apr
17
2020
Some ideas for Helping Charities
As I have written before, we are living in uncharted times. There are millions of people out of work at the moment and most people’s personal...
Oct
18
2019
A quick Primer on Legacy Giving Prospects
Legacy Giving is likely the single largest donation that an individual will donate in their lifetime. I purposely do not use the term “Planned Giving” because...
Feb
01
2019
Is Life Insurance a Charitable Thing?
Life Insurance benefits can be a huge revenue boost for a charity. In Canada, there are really two different ways that a charity can treat a...