Blog // Category Archives: wealth planning

It’s been a while… One of the commitments to our community is send out e-blasts […]

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.

What is a Donor Advised Fund and how does it work?

Protecting Donor Legacy Intentions A recent announcement by the University of Alberta stated it will […]

Parenting is hard work. Financial parenting requires skills and tools to create financially literate kids.