Gift Planning

By Jill Nelson Do you know how others perceive your strengths or weaknesses? Do you sometimes wonder what the “unwritten rules” are that guide your environment? Do you have someone you can count on to give you objective and honest feedback regarding your challenges; someone you trust to ask for …

By John Bromley Donor-advised funds (DAFs) can sound more complicated than they are. In practice, a DAF is remarkably simple: it’s an account you open to manage your charitable giving. Think of it as a kind of savings account, only this one is for giving back. In a world where …

By Kimberley Blease Some of the biggest challenges in legacy marketing are inspiring a supporter to have a conversation about their vision for the future, about making their own legacy gifts, or providing confirmation that a legacy gift has been included in their estate plans. For most charities, over half …

By Leanne Kaufman Many Canadians have charitable intentions. In my role, we are seeing a significant increase in clients wanting to learn more about how they can be strategic in their charitable giving in life and in their estates. They not only want to develop a philanthropic strategy, but they …

By Laurie Fox We have a lot to be proud of when it comes to charitable giving in Canada. As a country, we have a deep-rooted culture of generosity, and it’s now extending beyond our lifetimes. More and more Canadians are embracing the idea of leaving a charitable gift in …

Second volume of the digital magazine explores ways to establish a family culture of stewardship and philanthropy TORONTO, ON–Anticipating a $1 trillion transfer of wealth over the next decade – the largest 10-year wealth transfer in Canadian history (see “A Sudden Windfall”, BMO Wealth Insights, 2018) – BMO Private Wealth …