Want to talk about charitable giving with your children this Thanksgiving, but aren’t sure where to start? Here are a few tips that will make your life a little easier!
Suggest donations of appreciated publicly traded securities to provide your clients with proactive, strategic, and tax-effective giving support.
When developing a strategic giving plan, it’s important to consider your values and priorities. Here are a few questions to get you thinking about what matters most to you in your charitable giving.
Increasingly, there is nowhere to learn how to give. As a result, fewer and fewer Canadians are giving to charity. At CHIMP, we passionately want this to change! That’s why in October we are launching a new Charitable Allowance Program that aims to develop and empower future donors through education.
Here at CHIMP, we believe it’s never too early to involve your children in charitable giving. We all have causes we believe in or changes we would like to see, and what better way to achieve this than to raise the next generation to be kind, compassionate and generous?
Our Director of Philanthropic Advisory, Lauri Thompson, discusses the value of setting up a personalized giving strategy.
It’s likely your clients give to charity out of altruism. It’s also likely that they could benefit from using their charitable giving to rebalance their portfolio. Whether the end of the financial year is coming to an end or just beginning, it’s always a good time to look at how charitable donations can help your […]
With any given client, you probably want to do at least one of the following: Increase your share of wallet, and Keep those assets in your book. Luckily, there’s a fairly easy way to manage that, one that many financial advisors haven’t considered. And it involves helping your client give away some of their money. […]
What’s the best way to do good in the world? For some, it’s reducing the effects of global warming on future generations. For others, it’s relieving hunger and illness in the present. Some philanthropists are motivated by specific religious or spiritual convictions. Others want to transform society as a whole. Bottom line: Charity is personal. […]