LINKS
A Guide for Professional Financial Advisors: The Philanthropic Conversation
This guide is based on a series of ten articles originally published by WealthProfessional.ca in 2015. Articles have been condensed into this review of Canadian facts, insights and advice for professional financial advisors.
Canadian Donor’s Guide
An annual reference book for donors and their advisors containing data on charities collected by questionnaire as well as pertinent editorial content.
BOOKS
Planned Giving for Canadians – Frank Minton and Lorna Somers
Planned Giving for Canadians is the comprehensive resource on the subject for the charitable sector and for those working in partnership with charities, including lawyers, accountants, bankers, financial managers, estate planners, and insurance professionals.
RippleEffect – Growing your Business with Insurance and Philanthropy
In Ripple Effect: Growing your business with insurance and philanthropy, certified financial planner Jack Bergmans and co-author Marlena McCarthy explore the use of life insurance and other insurance products as a tool for generous charitable giving.
Family Wealth Transition Planning: Advising Families with Small Businesses
Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more complicated because wealth and worth are often intricately woven into the business.
ARTICLES
Older clients and capacity – what professional advisors should know
Professional advisors and philanthropy -a new paradigm
Stop talking tax savings – start talking giving
Talking About Talking About Philanthropy – The Advisor/Client Conversation
Ty Cobb: An unlikely philanthropist
When does it make sense to donate real estate to charity?