Posts

Martha (not her real name, of course) had a dream to leave a legacy. She intended that each of her four grandchildren and her favorite charity would receive a substantial benefit when her house was sold. In fact, that was the only reason she was still rattling around in the old barn. 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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Fundraisers are used to dealing with people in the midst of a snit.

It was an intriguing concept. The front cover said, “Thank you for your legacy gift.” Below that banner was a long list of first and last names. The tiny print compelled you to dive into that sea of names to find any familiar ones. The cover design invited you to look for friends who had made a gift and to join the giving circle. Read more

Johnny Appleseed could be the ultimate poster boy for leaving a legacy.

As a child, I did think that apple trees in each yard in our small town were directly planted by the famous traveller as he wandered from coast to coast. Read more

In my work with The United Church of Canada I learned that 50% of the donors investing in gift annuities were individuals that already had a least one gift annuity. My territory included 200 annuitants at any one time.

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