Lighting the Way: Uniting Generations Through the Spirit of Giving This Chanukah Lizzie Cody, Philanthropic Advisor December 11, 2024 434 Chanukah, the Festival of Lights, is a time for family, tradition, and reflection. It’s also the perfect opportunity to bring light to the lives of others by engaging your family in philanthropy. By exploring...
Decrypting DAFs (Donor Advised Funds) Lizzie Cody, Philanthropic Advisor September 18, 2024 670 Do you discuss philanthropy with your clients? Research shows that advisors who engage in discussions around giving with their clients bolster their business and increase client satisfaction by building a bette...
Unlocking the Benefits of Real Estate Donations Lizzie Cody, Philanthropic Advisor December 13, 2023 1276 Do you own real estate? Are you interested in maximizing your philanthropic impact in a tax efficient way? If so, you may want to consider a gift of real estate to support your favourite charities. “By gifting...
