Posts

I was a good student. It gave me many advantages in life – scholarships for travel and more education, and a now unnecessary understanding of trigonometry. But once out of school, my good grades may have been a hindrance.

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So you get it. You always knew it mattered, but now your boss or your board finally recognize that this legacy giving thing is an opportunity and you need to take action. But when? Read more

Maybe it’s DNA left over from Viking ancestors, maybe it’s grown out of an appreciation of all kinds of food, but I love learning about different people and places. So a highlight for me at the 2018 CAGP Conference was hearing Bobbi Sahni speak about diversity. Read more

I was 9 when my mother and I last worked for the same boss. I was a paperboy for the Winona Daily News and my mother wrote a weekly column called “Whimsey.” She shared observations on life in a small town, being the wife of a pastor and mother of 6 children. Her quips then included thoughts on the topics of marriage, work and school. Read more

Back to basics series: this post covers the basics of legacy giving. If you’re new around here, you might find it especially helpful. Go ahead and check out back to basics for other articles covering key concepts.

Charitable gift annuities, changes to CRA guidelines, and insurance rates.

Are you feeling confused yet? Or overwhelmed? Are these terms bringing up a little bit of anxiety that you might not know enough about them? Maybe you know a little bit, but not enough to feel comfortable to speak with a DONOR about them?

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Back to basics series: this post covers the basics of legacy giving. If you’re new around here, you might find it especially helpful. Go ahead and check out back to basics for other articles covering key concepts.

So, what is legacy giving anyways? Read more

Never in my life have I been able to mystify my children. They saw through all my object lessons, magic tricks and efforts to get them to make healthy choices. We have no grandchildren. There are three grand dogs but no heirs. Our youngest is getting married this month and — while marriage is no longer a prerequisite — no grandchildren are in sight. Read more

Once upon a time in decades past I was able to mystify my grandchildren.

Some of our six children waited eight or more years after the trek to the altar before they produced children. Then, when they tumbled on to it they collectively produced eighteen cuddly, adorable babies in less than ten years’ time. So for a glorious while we had simply gobs of grandchildren that came regularly to visit. Read more

I had a great time at the Canadian Association of Gift Planners Conference in Toronto. (You can read what Dad had to say about it here.) I was one of four parent and child combos, where both were professionals attending the conference. That intergenerational thing appears to be catching on, which made me happy. Read more

Language is wonderful. We communicate all manner of things with the written word.

My mother once wrote a note to the school I attended to excuse my absence with the words: “Please excuse David as he had mild gastrointestinal inflammation of the lower intestinal track.” It was a stomach ache all dressed up in hospital jargon. The staff at reception passed the note around for all to read and admire.

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