OMG! The #GivingTuesday Tsunami
December 5, 2019 | Blog
December 3rd was #GivingTuesday. Just for kicks, the K&C Team decided to go through our […]
GivingTuesday 2019
November 29, 2019 | Blog
GivingTuesday is not just about giving money, it is also about designing a Giving Portfolio that balances out the assets under management with the social good you want to achieve.
Wealth, Financial Parenting & Holiday Giving
November 15, 2019 | Blog
Parenting is hard work. Financial parenting requires skills and tools to create financially literate kids.
The #GivingTuesday Countdown Edition
October 29, 2019 | Newsletter
#GivingTuesday is just around the corner. This issue explores the topic of charity evaluation, overhead […]
In Conversation with… Dan Pallotta – Uncovering the Elephant in the Room: Overhead & Impact
October 28, 2019 | Blog
On October 24th we hosted a gathering of family foundations from across Western Canada diving […]
A Thanksgiving Reflection – What is Wealth?
October 14, 2019 | Blog
This year Canadian Thanksgiving and the Jewish High Holy Days are back-to-back; Rosh Hashanah, the […]
#AskMeAnything – Q&A on philanthropy and social finance in Honour of National Family Business Day
September 19, 2019 | Blog
This #AskMeAnything (AMA) focuses on the most commonly asked questions posed by family business leaders […]
Is a Legacy Plan only for People with Kids?
May 14, 2019 | Blog
Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.