Blog // Category Archives: legacy planning

Three Key Considerations for Donating Art or Collectibles As a Canadian philanthropist considering donating a […]

Grantee-Funder relationships during the sunsetting phase are equally as important as when they start out. This post provides ways to manage the relationship during the wind-down process.

Second in a series on sunsetting a foundation. There are ripple effects to winding down a foundation; in this installment we explore the impact on NextGen leadership.

Six questions to ask when sunsetting a foundation or winding down your donor advised fund.

Platform Calgary hosted James Hughes for a conversation about family legacy and wealth planning.

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.

The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.

Click on the image above to read the K&C Spring 2019 newsletter.