Episode 18 Episode 18 of Tales From the Trenches Tuesdays features Betty-Anne Howard, Philanthropic Financial Planner, Award-Winning Speaker, Author, Financial Literacy Advocate, and Charitable Giving Expert. Betty-Anne...
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...
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...
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...
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...
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...
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,...
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...
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...
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...