Ageism in the Social Impact Sector
By Maryann Kerr One of the hardest parts of writing a book was knowing when it was done. As something of an information junkie, this was particularly difficult for me. After I’d sent the final, final, final, final manuscript to the editor, another report would be published. Another coin termed. …
Family Values: A Letter You Can Share
By Mark Halpern, CFP, TEP, MFA-P It’s been another crazy COVID year, with so many of us anxious to resume family gatherings, large and small, and take vacations to exotic locales. As we await a return to ‘normal’, this is a time when parents and grandparents can at least get …
What it Means to Have Will Power
By Mark Halpern, CFP, TEP, MFA-P We love philanthropy and we love estate planning. Sitting squarely between the two is one of the most powerful tools we have at our disposal to do both: The last will and testament and a desire for donors to go from success to significance …
Creative Charitable Gifting Strategies
By Mark Halpern, CFP, TEP, MFA-P There are many wonderful ways for your supporters to be remembered for leaving more to charity and family instead of a large sum to the tax department. This column explains some effective strategies (that don’t get enough attention) to facilitate more significant gifts from …
Fundraising In Challenging Times
By Mark Halpern, CFP, TEP, MFA-P Raising money during a pandemic requires tenacity, skill, and a measure of luck. But it can be done. Canadians are very charitable people, and our government has inspired more giving by introducing 29 pieces of charity-friendly legislation since 1995. During pre-COVID times (the olden …